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 | $42,266 | $62,127-32.0% | $81,382-48.1% | $74,495-43.3% |
| Participation rate | 60.0% | 64.0%-4.0pp | 69.5%-9.5pp | 67.2%-7.2pp |
| Annual return | 9.65% | 16.48%-6.8pp | 24.73%-15.1pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $645 | $1,882-65.7% | $2,463-73.8% | $2,623-75.4% |
| Participant deferral / active EE | $1,378 | $3,229-57.3% | $3,883-64.5% | $4,346-68.3% |
| Admin fee / account holder | $3,489 | $1,934+80.4% | $5,768-39.5% | $1,942+79.7% |