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 | $52,511 | $74,927-29.9% | $101,794-48.4% | $84,808-38.1% |
| Participation rate | 40.8% | 61.4%-20.6pp | 69.2%-28.4pp | 68.3%-27.5pp |
| Annual return | 10.20% | 18.70%-8.5pp | 30.53%-20.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $487 | $1,522-68.0% | $2,289-78.7% | $2,631-81.5% |
| Participant deferral / active EE | $1,973 | $3,099-36.3% | $4,084-51.7% | $4,212-53.1% |
| Admin fee / account holder | $5,927 | $6,514-9.0% | $8,777-32.5% | $7,344-19.3% |