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 | $67,293 | $95,803-29.8% | $113,168-40.5% | $84,808-20.7% |
| Participation rate | 25.0% | 72.9%-47.9pp | 76.6%-51.6pp | 68.3%-43.3pp |
| Annual return | 9.50% | 25.00%-15.5pp | 24.27%-14.8pp | 40.90%-31.4pp |
| Employer contribution / active EE | $863 | $2,360-63.4% | $2,975-71.0% | $2,631-67.2% |
| Participant deferral / active EE | $2,204 | $4,242-48.0% | $5,107-56.8% | $4,212-47.7% |
| Admin fee / account holder | $542 | $8,989-94.0% | $12,068-95.5% | $7,344-92.6% |