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 | $83,017 | $74,927+10.8% | $101,794-18.4% | $84,808-2.1% |
| Participation rate | 41.0% | 61.4%-20.4pp | 69.2%-28.2pp | 68.3%-27.3pp |
| Annual return | 10.73% | 18.70%-8.0pp | 30.53%-19.8pp | 40.90%-30.2pp |
| Employer contribution / active EE | $694 | $1,522-54.4% | $2,289-69.7% | $2,631-73.6% |
| Participant deferral / active EE | $3,996 | $3,099+28.9% | $4,084-2.2% | $4,212-5.1% |
| Admin fee / account holder | $3,061 | $6,514-53.0% | $8,777-65.1% | $7,344-58.3% |