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 | $37,138 | $50,972-27.1% | $88,538-58.1% | $72,985-49.1% |
| Participation rate | 37.8% | 63.4%-25.6pp | 68.7%-30.9pp | 69.5%-31.7pp |
| Annual return | 15.55% | 29.62%-14.1pp | 43.64%-28.1pp | 81.00%-65.5pp |
| Employer contribution / active EE | $596 | $1,475-59.6% | $2,098-71.6% | $2,440-75.6% |
| Participant deferral / active EE | $1,297 | $2,230-41.8% | $2,914-55.5% | $3,607-64.0% |
| Admin fee / account holder | $626 | $3,230-80.6% | $4,310-85.5% | $5,124-87.8% |