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 | $75,464 | $81,233-7.1% | $155,567-51.5% | $80,874-6.7% |
| Participation rate | 38.5% | 66.2%-27.8pp | 78.2%-39.7pp | 67.6%-29.2pp |
| Annual return | 8.44% | 33.33%-24.9pp | 64.74%-56.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $821 | $3,101-73.5% | $4,674-82.4% | $2,756-70.2% |
| Participant deferral / active EE | $1,574 | $3,452-54.4% | $5,628-72.0% | $4,297-63.4% |
| Admin fee / account holder | $1,304 | $7,998-83.7% | $15,916-91.8% | $6,935-81.2% |