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 | $25,899 | $35,183-26.4% | $73,545-64.8% | $70,131-63.1% |
| Participation rate | 46.9% | 42.9%+3.9pp | 54.9%-8.1pp | 69.5%-22.7pp |
| Annual return | 10.38% | 26.90%-16.5pp | -15.16%+25.5pp | 73.14%-62.8pp |
| Employer contribution / active EE | $476 | $709-32.9% | $1,219-61.0% | $2,342-79.7% |
| Participant deferral / active EE | $793 | $1,220-35.0% | $1,806-56.1% | $3,332-76.2% |
| Admin fee / account holder | $2,906 | $2,302+26.2% | $2,320+25.3% | $4,645-37.4% |