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 | $46,612 | $55,706-16.3% | $75,886-38.6% | $72,985-36.1% |
| Participation rate | 31.4% | 61.1%-29.8pp | 69.3%-37.9pp | 69.5%-38.1pp |
| Annual return | 5.63% | 27.59%-22.0pp | 30.76%-25.1pp | 81.00%-75.4pp |
| Employer contribution / active EE | $818 | $1,687-51.5% | $2,500-67.3% | $2,440-66.5% |
| Participant deferral / active EE | $1,142 | $2,634-56.6% | $3,603-68.3% | $3,607-68.3% |
| Admin fee / account holder | $462 | $3,978-88.4% | $5,418-91.5% | $5,124-91.0% |