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 | $54,022 | $60,349-10.5% | $74,183-27.2% | $62,891-14.1% |
| Participation rate | 65.3% | 72.7%-7.4pp | 76.6%-11.3pp | 69.3%-4.0pp |
| Annual return | 4.56% | 21.37%-16.8pp | 17.74%-13.2pp | 20.14%-15.6pp |
| Employer contribution / active EE | $749 | $1,680-55.4% | $2,370-68.4% | $2,281-67.2% |
| Participant deferral / active EE | $1,622 | $2,856-43.2% | $3,550-54.3% | $3,203-49.4% |
| Admin fee / account holder | $359 | $4,261-91.6% | $5,586-93.6% | $4,296-91.6% |