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 | $40,192 | $37,426+7.4% | $77,482-48.1% | $79,858-49.7% |
| Participation rate | 36.0% | 41.5%-5.5pp | 54.2%-18.2pp | 69.6%-33.6pp |
| Annual return | 5.02% | 39.70%-34.7pp | 54.79%-49.8pp | 31.71%-26.7pp |
| Employer contribution / active EE | $1,032 | $637+62.1% | $986+4.6% | $2,471-58.2% |
| Participant deferral / active EE | $2,625 | $1,260+108.3% | $1,861+41.0% | $3,740-29.8% |
| Admin fee / account holder | $2,202 | $2,504-12.0% | $2,858-22.9% | $5,306-58.5% |