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 | $24,120 | $54,541-55.8% | $78,778-69.4% | $70,131-65.6% |
| Participation rate | 66.1% | 60.8%+5.3pp | 69.2%-3.1pp | 69.5%-3.5pp |
| Annual return | 12.18% | 21.07%-8.9pp | 35.62%-23.4pp | 73.14%-61.0pp |
| Employer contribution / active EE | $358 | $1,089-67.1% | $1,986-82.0% | $2,342-84.7% |
| Participant deferral / active EE | $2,268 | $2,210+2.6% | $2,958-23.3% | $3,332-31.9% |
| Admin fee / account holder | $2,783 | $3,709-25.0% | $5,134-45.8% | $4,645-40.1% |