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 5-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 | $9,604 | $60,892-84.2% | $82,389-88.3% | $84,808-88.7% |
| Participation rate | 68.8% | 63.3%+5.5pp | 69.5%-0.8pp | 68.3%+0.4pp |
| Annual return | 12.97% | 37.29%-24.3pp | 28.67%-15.7pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,383 | $1,779-22.3% | $2,517-45.1% | $2,631-47.4% |
| Participant deferral / active EE | $1,552 | $3,179-51.2% | $4,155-62.6% | $4,212-63.1% |
| Admin fee / account holder | $2,320 | $5,467-57.6% | $7,231-67.9% | $7,344-68.4% |