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 | $15,851 | $81,248-80.5% | $155,509-89.8% | $80,856-80.4% |
| Participation rate | 68.2% | 66.2%+2.0pp | 78.2%-10.0pp | 67.6%+0.5pp |
| Annual return | 8.35% | 33.31%-25.0pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $723 | $3,100-76.7% | $4,672-84.5% | $2,755-73.8% |
| Participant deferral / active EE | $2,271 | $3,452-34.2% | $5,626-59.6% | $4,296-47.1% |
| Admin fee / account holder | $2,307 | $7,997-71.2% | $15,912-85.5% | $6,918-66.7% |