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 | $29,074 | $57,057-49.0% | $85,009-65.8% | $80,874-64.1% |
| Participation rate | 35.4% | 56.4%-20.9pp | 67.5%-32.1pp | 67.6%-32.2pp |
| Annual return | 8.79% | 21.66%-12.9pp | 66.47%-57.7pp | 35.62%-26.8pp |
| Employer contribution / active EE | $343 | $1,799-80.9% | $2,728-87.4% | $2,756-87.5% |
| Participant deferral / active EE | $1,597 | $3,112-48.7% | $4,522-64.7% | $4,297-62.8% |
| Admin fee / account holder | $1,698 | $4,986-65.9% | $6,153-72.4% | $6,935-75.5% |