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 | $51,078 | $56,897-10.2% | $84,750-39.7% | $62,891-18.8% |
| Participation rate | 57.6% | 68.5%-11.0pp | 76.6%-19.0pp | 69.3%-11.7pp |
| Annual return | 3.79% | 6.30%-2.5pp | 22.78%-19.0pp | 20.14%-16.4pp |
| Employer contribution / active EE | $870 | $2,400-63.7% | $3,574-75.7% | $2,281-61.9% |
| Participant deferral / active EE | $2,827 | $2,709+4.3% | $3,712-23.8% | $3,203-11.7% |
| Admin fee / account holder | $6,907 | $3,581+92.9% | $5,332+29.5% | $4,296+60.8% |