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 | $31,368 | $58,512-46.4% | $84,015-62.7% | $72,985-57.0% |
| Participation rate | 57.1% | 61.2%-4.1pp | 69.0%-11.9pp | 69.5%-12.3pp |
| Annual return | 5.13% | 28.93%-23.8pp | 71.31%-66.2pp | 81.00%-75.9pp |
| Employer contribution / active EE | $1,605 | $1,163+38.0% | $1,983-19.1% | $2,440-34.2% |
| Participant deferral / active EE | $3,316 | $2,394+38.5% | $3,239+2.4% | $3,607-8.1% |
| Admin fee / account holder | $480 | $4,569-89.5% | $6,101-92.1% | $5,124-90.6% |