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 | $58,746 | $57,016+3.0% | $84,966-30.9% | $80,856-27.3% |
| Participation rate | 41.8% | 56.3%-14.6pp | 67.5%-25.7pp | 67.6%-25.9pp |
| Annual return | 10.27% | 21.66%-11.4pp | 66.38%-56.1pp | 35.59%-25.3pp |
| Employer contribution / active EE | $680 | $1,798-62.2% | $2,727-75.1% | $2,755-75.3% |
| Participant deferral / active EE | $1,528 | $3,110-50.9% | $4,519-66.2% | $4,296-64.4% |
| Admin fee / account holder | $2,191 | $4,980-56.0% | $6,149-64.4% | $6,918-68.3% |