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 | $31,496 | $48,076-34.5% | $78,689-60.0% | $62,891-49.9% |
| Participation rate | 48.5% | 65.2%-16.7pp | 73.6%-25.1pp | 69.3%-20.8pp |
| Annual return | 4.07% | 31.35%-27.3pp | 62.18%-58.1pp | 20.14%-16.1pp |
| Employer contribution / active EE | $919 | $2,015-54.4% | $2,851-67.7% | $2,281-59.7% |
| Participant deferral / active EE | $1,324 | $2,588-48.8% | $3,517-62.3% | $3,203-58.6% |
| Admin fee / account holder | $9,525 | $3,207+197.0% | $4,510+111.2% | $4,296+121.7% |