See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,907 | $59,101-20.6% | $77,163-39.2% | $75,163-37.6% |
| Participation rate | 48.2% | 63.9%-15.7pp | 69.6%-21.4pp | 67.2%-19.0pp |
| Annual return | 11.38% | 26.71%-15.3pp | 37.87%-26.5pp | 160.62%-149.2pp |
| Employer contribution / active EE | $441 | $1,995-77.9% | $2,535-82.6% | $2,670-83.5% |
| Participant deferral / active EE | $1,700 | $2,999-43.3% | $3,833-55.7% | $4,125-58.8% |
| Admin fee / account holder | $3,799 | $4,774-20.4% | $5,472-30.6% | $5,651-32.8% |