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 | $41,874 | $58,512-28.4% | $84,015-50.2% | $72,985-42.6% |
| Participation rate | 57.7% | 61.2%-3.5pp | 69.0%-11.3pp | 69.5%-11.7pp |
| Annual return | 0.10% | 28.93%-28.8pp | 71.31%-71.2pp | 81.00%-80.9pp |
| Employer contribution / active EE | $1,058 | $1,163-9.0% | $1,983-46.7% | $2,440-56.6% |
| Participant deferral / active EE | $2,067 | $2,394-13.7% | $3,239-36.2% | $3,607-42.7% |
| Admin fee / account holder | $1,626 | $4,569-64.4% | $6,101-73.4% | $5,124-68.3% |