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 | $31,504 | $67,606-53.4% | $82,313-61.7% | $70,131-55.1% |
| Participation rate | 59.5% | 72.8%-13.3pp | 76.9%-17.4pp | 69.5%-10.1pp |
| Annual return | 8.07% | 21.57%-13.5pp | 25.88%-17.8pp | 73.14%-65.1pp |
| Employer contribution / active EE | $1,238 | $1,755-29.5% | $2,428-49.0% | $2,342-47.2% |
| Participant deferral / active EE | $3,351 | $2,987+12.2% | $3,706-9.6% | $3,332+0.6% |
| Admin fee / account holder | $2,228 | $4,512-50.6% | $5,608-60.3% | $4,645-52.0% |