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 | $58,750 | $74,927-21.6% | $101,794-42.3% | $84,808-30.7% |
| Participation rate | 29.1% | 61.4%-32.3pp | 69.2%-40.1pp | 68.3%-39.2pp |
| Annual return | 10.93% | 18.70%-7.8pp | 30.53%-19.6pp | 40.90%-30.0pp |
| Employer contribution / active EE | $574 | $1,522-62.3% | $2,289-74.9% | $2,631-78.2% |
| Participant deferral / active EE | $1,550 | $3,099-50.0% | $4,084-62.0% | $4,212-63.2% |
| Admin fee / account holder | $3,364 | $6,514-48.3% | $8,777-61.7% | $7,344-54.2% |