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 | $48,273 | $58,828-17.9% | $77,999-38.1% | $62,891-23.2% |
| Participation rate | 61.0% | 71.1%-10.1pp | 75.5%-14.5pp | 69.3%-8.3pp |
| Annual return | 4.12% | 17.16%-13.0pp | 425.96%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $647 | $1,672-61.3% | $2,470-73.8% | $2,281-71.6% |
| Participant deferral / active EE | $1,980 | $2,686-26.3% | $3,497-43.4% | $3,203-38.2% |
| Admin fee / account holder | $989 | $4,393-77.5% | $5,480-82.0% | $4,296-77.0% |