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 | $44,900 | $51,315-12.5% | $95,745-53.1% | $71,457-37.2% |
| Participation rate | 42.5% | 63.0%-20.5pp | 72.3%-29.8pp | 67.9%-25.4pp |
| Annual return | 14.26% | 25.26%-11.0pp | 28.35%-14.1pp | 28.85%-14.6pp |
| Employer contribution / active EE | $946 | $1,819-48.0% | $2,835-66.6% | $2,588-63.5% |
| Participant deferral / active EE | $1,783 | $3,358-46.9% | $4,245-58.0% | $4,289-58.4% |
| Admin fee / account holder | $1,421 | $1,137+25.0% | $5,678-75.0% | $1,587-10.5% |