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 | $81,833 | $60,022+36.3% | $88,946-8.0% | $84,808-3.5% |
| Participation rate | 42.4% | 57.8%-15.4pp | 68.8%-26.4pp | 68.3%-25.9pp |
| Annual return | 11.49% | 22.43%-10.9pp | 57.82%-46.3pp | 40.90%-29.4pp |
| Employer contribution / active EE | $1,132 | $1,703-33.5% | $2,555-55.7% | $2,631-57.0% |
| Participant deferral / active EE | $2,264 | $3,114-27.3% | $4,581-50.6% | $4,212-46.2% |
| Admin fee / account holder | $14,305 | $4,811+197.4% | $8,261+73.2% | $7,344+94.8% |