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 | $24,267 | $27,839-12.8% | $58,482-58.5% | $71,457-66.0% |
| Participation rate | 34.9% | 34.5%+0.4pp | 50.9%-15.9pp | 67.9%-33.0pp |
| Annual return | 13.14% | 26.81%-13.7pp | 4239.32%-4226.2pp | 28.85%-15.7pp |
| Employer contribution / active EE | $678 | $631+7.5% | $1,053-35.7% | $2,588-73.8% |
| Participant deferral / active EE | $1,030 | $1,206-14.6% | $1,924-46.4% | $4,289-76.0% |
| Admin fee / account holder | $1,344 | $1,641-18.1% | $2,516-46.6% | $1,587-15.3% |