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 | $43,015 | $64,121-32.9% | $78,805-45.4% | $116,875-63.2% |
| Participation rate | 47.1% | 71.0%-23.8pp | 73.6%-26.4pp | 74.5%-27.4pp |
| Annual return | 10.37% | 16.32%-6.0pp | -2.71%+13.1pp | 16.29%-5.9pp |
| Employer contribution / active EE | $1,855 | $2,257-17.8% | $4,059-54.3% | $3,288-43.6% |
| Participant deferral / active EE | $1,354 | $2,757-50.9% | $3,584-62.2% | $3,885-65.2% |
| Admin fee / account holder | $742 | $5,745-87.1% | $5,677-86.9% | $12,263-93.9% |