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 | $55,121 | $81,460-32.3% | $103,333-46.7% | $80,856-31.8% |
| Participation rate | 37.5% | 66.8%-29.3pp | 74.5%-37.0pp | 67.6%-30.1pp |
| Annual return | 3.60% | 25.55%-21.9pp | 24.88%-21.3pp | 35.59%-32.0pp |
| Employer contribution / active EE | $1,223 | $3,105-60.6% | $3,868-68.4% | $2,755-55.6% |
| Participant deferral / active EE | $3,505 | $3,869-9.4% | $5,057-30.7% | $4,296-18.4% |
| Admin fee / account holder | $467 | $6,566-92.9% | $8,355-94.4% | $6,918-93.2% |