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 | $31,644 | $64,480-50.9% | $81,382-61.1% | $80,856-60.9% |
| Participation rate | 56.4% | 63.9%-7.5pp | 69.5%-13.1pp | 67.6%-11.3pp |
| Annual return | 10.21% | 16.34%-6.1pp | 24.73%-14.5pp | 35.59%-25.4pp |
| Employer contribution / active EE | $631 | $1,978-68.1% | $2,463-74.4% | $2,755-77.1% |
| Participant deferral / active EE | $3,021 | $3,094-2.3% | $3,883-22.2% | $4,296-29.7% |
| Admin fee / account holder | $1,122 | $5,671-80.2% | $5,768-80.5% | $6,918-83.8% |