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 | $59,540 | $52,836+12.7% | $105,738-43.7% | $64,186-7.2% |
| Participation rate | 35.0% | 66.5%-31.5pp | 76.3%-41.3pp | 69.6%-34.6pp |
| Annual return | -8.41% | 14.30%-22.7pp | 6.27%-14.7pp | 7.63%-16.0pp |
| Employer contribution / active EE | $890 | $1,827-51.3% | $3,268-72.8% | $2,381-62.6% |
| Participant deferral / active EE | $2,214 | $2,545-13.0% | $4,080-45.7% | $3,470-36.2% |
| Admin fee / account holder | $2,126 | $3,959-46.3% | $6,913-69.2% | $4,888-56.5% |