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 5-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 | $22,929 | $51,045-55.1% | $70,515-67.5% | $71,457-67.9% |
| Participation rate | 43.2% | 59.4%-16.3pp | 68.3%-25.2pp | 67.9%-24.8pp |
| Annual return | 13.60% | 42.63%-29.0pp | 32.77%-19.2pp | 28.85%-15.3pp |
| Employer contribution / active EE | $947 | $1,790-47.1% | $2,973-68.1% | $2,588-63.4% |
| Participant deferral / active EE | $1,582 | $3,026-47.7% | $4,567-65.4% | $4,289-63.1% |
| Admin fee / account holder | $3,798 | $1,994+90.5% | $6,412-40.8% | $1,587+139.3% |