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 8-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 | $29,329 | $57,016-48.6% | $84,966-65.5% | $80,856-63.7% |
| Participation rate | 54.8% | 56.3%-1.5pp | 67.5%-12.7pp | 67.6%-12.8pp |
| Annual return | 0.06% | 21.66%-21.6pp | 66.38%-66.3pp | 35.59%-35.5pp |
| Employer contribution / active EE | $1,593 | $1,798-11.4% | $2,727-41.6% | $2,755-42.2% |
| Participant deferral / active EE | $1,814 | $3,110-41.7% | $4,519-59.9% | $4,296-57.8% |
| Admin fee / account holder | $1,703 | $4,980-65.8% | $6,149-72.3% | $6,918-75.4% |