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 | $27,317 | $48,076-43.2% | $78,689-65.3% | $62,891-56.6% |
| Participation rate | 45.5% | 65.2%-19.8pp | 73.6%-28.1pp | 69.3%-23.9pp |
| Annual return | 2.89% | 31.35%-28.5pp | 62.18%-59.3pp | 20.14%-17.3pp |
| Employer contribution / active EE | $326 | $2,015-83.8% | $2,851-88.6% | $2,281-85.7% |
| Participant deferral / active EE | $1,188 | $2,588-54.1% | $3,517-66.2% | $3,203-62.9% |
| Admin fee / account holder | $2,343 | $3,207-27.0% | $4,510-48.1% | $4,296-45.5% |