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 6-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 | $34,310 | $64,517-46.8% | $81,438-57.9% | $80,874-57.6% |
| Participation rate | 40.7% | 63.9%-23.2pp | 69.5%-28.8pp | 67.6%-26.9pp |
| Annual return | 8.29% | 16.35%-8.1pp | 24.74%-16.5pp | 35.62%-27.3pp |
| Employer contribution / active EE | $881 | $1,982-55.6% | $2,460-64.2% | $2,756-68.0% |
| Participant deferral / active EE | $2,603 | $3,096-15.9% | $3,883-33.0% | $4,297-39.4% |
| Admin fee / account holder | $1,661 | $5,677-70.7% | $5,764-71.2% | $6,935-76.1% |