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 | $21,945 | $54,762-59.9% | $90,281-75.7% | $72,985-69.9% |
| Participation rate | 48.3% | 65.1%-16.9pp | 73.3%-25.0pp | 69.5%-21.2pp |
| Annual return | 13.76% | 30.63%-16.9pp | 78.10%-64.3pp | 81.00%-67.2pp |
| Employer contribution / active EE | $1,182 | $2,092-43.5% | $2,854-58.6% | $2,440-51.6% |
| Participant deferral / active EE | $2,064 | $2,887-28.5% | $3,885-46.9% | $3,607-42.8% |
| Admin fee / account holder | $1,158 | $3,972-70.8% | $5,351-78.4% | $5,124-77.4% |