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 | $23,800 | $55,706-57.3% | $75,886-68.6% | $72,985-67.4% |
| Participation rate | 68.8% | 61.1%+7.6pp | 69.3%-0.5pp | 69.5%-0.7pp |
| Annual return | 14.24% | 27.59%-13.4pp | 30.76%-16.5pp | 81.00%-66.8pp |
| Employer contribution / active EE | $1,331 | $1,687-21.1% | $2,500-46.8% | $2,440-45.4% |
| Participant deferral / active EE | $2,663 | $2,634+1.1% | $3,603-26.1% | $3,607-26.2% |
| Admin fee / account holder | $525 | $3,978-86.8% | $5,418-90.3% | $5,124-89.8% |