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 | $43,979 | $67,606-34.9% | $82,313-46.6% | $70,131-37.3% |
| Participation rate | 47.5% | 72.8%-25.3pp | 76.9%-29.4pp | 69.5%-22.1pp |
| Annual return | 12.02% | 21.57%-9.5pp | 25.88%-13.9pp | 73.14%-61.1pp |
| Employer contribution / active EE | $690 | $1,755-60.7% | $2,428-71.6% | $2,342-70.6% |
| Participant deferral / active EE | $2,187 | $2,987-26.8% | $3,706-41.0% | $3,332-34.4% |
| Admin fee / account holder | $8,062 | $4,512+78.7% | $5,608+43.8% | $4,645+73.5% |