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 | $78,587 | $58,851+33.5% | $115,157-31.8% | $72,985+7.7% |
| Participation rate | 38.9% | 65.5%-26.7pp | 75.9%-37.0pp | 69.5%-30.6pp |
| Annual return | -0.80% | 23.16%-24.0pp | 35.60%-36.4pp | 81.00%-81.8pp |
| Employer contribution / active EE | $1,074 | $1,798-40.3% | $3,179-66.2% | $2,440-56.0% |
| Participant deferral / active EE | $2,227 | $2,643-15.7% | $4,168-46.6% | $3,607-38.3% |
| Admin fee / account holder | $4,735 | $6,370-25.7% | $7,088-33.2% | $5,124-7.6% |