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 | $24,758 | $60,892-59.3% | $82,389-69.9% | $84,808-70.8% |
| Participation rate | 36.8% | 63.3%-26.4pp | 69.5%-32.7pp | 68.3%-31.5pp |
| Annual return | 9.72% | 37.29%-27.6pp | 28.67%-18.9pp | 40.90%-31.2pp |
| Employer contribution / active EE | $523 | $1,779-70.6% | $2,517-79.2% | $2,631-80.1% |
| Participant deferral / active EE | $1,589 | $3,179-50.0% | $4,155-61.8% | $4,212-62.3% |
| Admin fee / account holder | $2,852 | $5,467-47.8% | $7,231-60.6% | $7,344-61.2% |