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 | $40,981 | $80,717-49.2% | $154,803-73.5% | $84,808-51.7% |
| Participation rate | 58.5% | 66.8%-8.3pp | 78.1%-19.5pp | 68.3%-9.8pp |
| Annual return | 9.40% | 37.96%-28.6pp | 58.88%-49.5pp | 40.90%-31.5pp |
| Employer contribution / active EE | $461 | $2,761-83.3% | $4,305-89.3% | $2,631-82.5% |
| Participant deferral / active EE | $2,427 | $3,303-26.5% | $5,540-56.2% | $4,212-42.4% |
| Admin fee / account holder | $4,168 | $6,746-38.2% | $14,329-70.9% | $7,344-43.2% |