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 | $22,642 | $45,073-49.8% | $69,455-67.4% | $72,985-69.0% |
| Participation rate | 66.7% | 68.5%-1.8pp | 74.6%-7.9pp | 69.5%-2.8pp |
| Annual return | 0.47% | 22.65%-22.2pp | 28.97%-28.5pp | 81.00%-80.5pp |
| Employer contribution / active EE | $1,128 | $2,054-45.1% | $2,779-59.4% | $2,440-53.8% |
| Participant deferral / active EE | $3,295 | $2,602+26.6% | $3,535-6.8% | $3,607-8.7% |
| Admin fee / account holder | $1,502 | $3,056-50.8% | $3,839-60.9% | $5,124-70.7% |