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 | $27,651 | $57,016-51.5% | $84,966-67.5% | $80,856-65.8% |
| Participation rate | 40.0% | 56.3%-16.3pp | 67.5%-27.5pp | 67.6%-27.6pp |
| Annual return | 9.35% | 21.66%-12.3pp | 66.38%-57.0pp | 35.59%-26.2pp |
| Employer contribution / active EE | $1,190 | $1,798-33.8% | $2,727-56.4% | $2,755-56.8% |
| Participant deferral / active EE | $2,379 | $3,110-23.5% | $4,519-47.4% | $4,296-44.6% |
| Admin fee / account holder | $1,164 | $4,980-76.6% | $6,149-81.1% | $6,918-83.2% |