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 9-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 | $27,334 | $53,777-49.2% | $134,143-79.6% | $79,858-65.8% |
| Participation rate | 48.9% | 58.8%-9.9pp | 72.2%-23.3pp | 69.6%-20.7pp |
| Annual return | 2.79% | 19.01%-16.2pp | 36.33%-33.5pp | 31.71%-28.9pp |
| Employer contribution / active EE | $1,824 | $1,321+38.1% | $3,704-50.7% | $2,471-26.2% |
| Participant deferral / active EE | $4,399 | $2,420+81.8% | $3,499+25.7% | $3,740+17.6% |
| Admin fee / account holder | $1,960 | $3,984-50.8% | $6,684-70.7% | $5,306-63.1% |