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 | $52,023 | $54,541-4.6% | $78,778-34.0% | $70,131-25.8% |
| Participation rate | 35.7% | 60.8%-25.1pp | 69.2%-33.5pp | 69.5%-33.8pp |
| Annual return | 7.41% | 21.07%-13.7pp | 35.62%-28.2pp | 73.14%-65.7pp |
| Employer contribution / active EE | $714 | $1,089-34.4% | $1,986-64.0% | $2,342-69.5% |
| Participant deferral / active EE | $1,077 | $2,210-51.3% | $2,958-63.6% | $3,332-67.7% |
| Admin fee / account holder | $1,426 | $3,709-61.5% | $5,134-72.2% | $4,645-69.3% |