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 | $30,816 | $74,927-58.9% | $101,794-69.7% | $84,808-63.7% |
| Participation rate | 59.0% | 61.4%-2.4pp | 69.2%-10.2pp | 68.3%-9.3pp |
| Annual return | 4.85% | 18.70%-13.8pp | 30.53%-25.7pp | 40.90%-36.0pp |
| Employer contribution / active EE | $1,318 | $1,522-13.4% | $2,289-42.4% | $2,631-49.9% |
| Participant deferral / active EE | $1,984 | $3,099-36.0% | $4,084-51.4% | $4,212-52.9% |
| Admin fee / account holder | $1,185 | $6,514-81.8% | $8,777-86.5% | $7,344-83.9% |