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 | $48,168 | $57,590-16.4% | $86,233-44.1% | $82,448-41.6% |
| Participation rate | 20.7% | 57.9%-37.2pp | 69.0%-48.3pp | 68.1%-47.4pp |
| Annual return | 12.38% | 22.41%-10.0pp | 61.39%-49.0pp | 41.64%-29.3pp |
| Employer contribution / active EE | $607 | $1,655-63.4% | $2,504-75.8% | $2,551-76.2% |
| Participant deferral / active EE | $877 | $3,080-71.5% | $4,559-80.8% | $4,139-78.8% |
| Admin fee / account holder | $1,214 | $4,730-74.3% | $8,342-85.4% | $7,234-83.2% |