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 | $32,137 | $78,672-59.2% | $109,143-70.6% | $85,850-62.6% |
| Participation rate | 42.2% | 68.3%-26.1pp | 75.9%-33.7pp | 69.3%-27.1pp |
| Annual return | 8.98% | 25.09%-16.1pp | 25.75%-16.8pp | 318.53%-309.6pp |
| Employer contribution / active EE | $1,120 | $2,735-59.0% | $3,722-69.9% | $2,565-56.3% |
| Participant deferral / active EE | $2,263 | $3,467-34.7% | $4,653-51.4% | $3,952-42.7% |
| Admin fee / account holder | $1,456 | $5,469-73.4% | $6,752-78.4% | $6,260-76.7% |