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 | $67,093 | $99,341-32.5% | $84,750-20.8% | $273,961-75.5% |
| Participation rate | 61.5% | 80.7%-19.2pp | 76.6%-15.1pp | 83.0%-21.5pp |
| Annual return | -0.44% | 22.93%-23.4pp | 22.78%-23.2pp | 41.45%-41.9pp |
| Employer contribution / active EE | $795 | $4,214-81.1% | $3,574-77.8% | $4,869-83.7% |
| Participant deferral / active EE | $2,913 | $4,269-31.8% | $3,712-21.5% | $5,287-44.9% |
| Admin fee / account holder | $446 | $6,644-93.3% | $5,332-91.6% | $10,132-95.6% |