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 | $74,355 | $86,929-14.5% | $102,423-27.4% | $80,856-8.0% |
| Participation rate | 40.6% | 72.4%-31.8pp | 76.5%-35.9pp | 67.6%-27.0pp |
| Annual return | 7.92% | 18.88%-11.0pp | 29.32%-21.4pp | 35.59%-27.7pp |
| Employer contribution / active EE | $1,191 | $2,369-49.7% | $3,023-60.6% | $2,755-56.8% |
| Participant deferral / active EE | $2,536 | $4,118-38.4% | $5,053-49.8% | $4,296-41.0% |
| Admin fee / account holder | $514 | $8,049-93.6% | $9,451-94.6% | $6,918-92.6% |