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 | $50,381 | $37,426+34.6% | $77,482-35.0% | $79,858-36.9% |
| Participation rate | 39.7% | 41.5%-1.8pp | 54.2%-14.5pp | 69.6%-29.9pp |
| Annual return | 3.66% | 39.70%-36.0pp | 54.79%-51.1pp | 31.71%-28.1pp |
| Employer contribution / active EE | $238 | $637-62.5% | $986-75.8% | $2,471-90.3% |
| Participant deferral / active EE | $1,498 | $1,260+18.9% | $1,861-19.5% | $3,740-60.0% |
| Admin fee / account holder | $2,198 | $2,504-12.2% | $2,858-23.1% | $5,306-58.6% |