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 | $34,941 | $46,869-25.4% | $122,332-71.4% | $70,131-50.2% |
| Participation rate | 41.3% | 58.2%-16.9pp | 71.6%-30.3pp | 69.5%-28.2pp |
| Annual return | 10.66% | 24.22%-13.6pp | 30.27%-19.6pp | 73.14%-62.5pp |
| Employer contribution / active EE | $1,030 | $1,288-20.0% | $4,050-74.6% | $2,342-56.0% |
| Participant deferral / active EE | $1,299 | $2,166-40.0% | $3,287-60.5% | $3,332-61.0% |
| Admin fee / account holder | $598 | $3,322-82.0% | $5,478-89.1% | $4,645-87.1% |