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 | $31,048 | $37,426-17.0% | $77,482-59.9% | $79,858-61.1% |
| Participation rate | 53.8% | 41.5%+12.3pp | 54.2%-0.3pp | 69.6%-15.8pp |
| Annual return | 8.24% | 39.70%-31.5pp | 54.79%-46.6pp | 31.71%-23.5pp |
| Employer contribution / active EE | $424 | $637-33.5% | $986-57.1% | $2,471-82.9% |
| Participant deferral / active EE | $1,706 | $1,260+35.4% | $1,861-8.3% | $3,740-54.4% |
| Admin fee / account holder | $990 | $2,504-60.5% | $2,858-65.4% | $5,306-81.3% |