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 4-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 | $21,164 | $73,787-71.3% | $98,716-78.6% | $82,448-74.3% |
| Participation rate | 61.5% | 61.4%+0.1pp | 69.3%-7.8pp | 68.1%-6.5pp |
| Annual return | 2.23% | 18.57%-16.3pp | 31.81%-29.6pp | 41.64%-39.4pp |
| Employer contribution / active EE | $1,356 | $1,511-10.2% | $2,279-40.5% | $2,551-46.8% |
| Participant deferral / active EE | $4,103 | $3,081+33.2% | $4,048+1.4% | $4,139-0.9% |
| Admin fee / account holder | $4,843 | $6,500-25.5% | $8,703-44.3% | $7,234-33.1% |