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 | $29,940 | $52,580-43.1% | $71,671-58.2% | $70,131-57.3% |
| Participation rate | 32.3% | 60.9%-28.6pp | 68.7%-36.5pp | 69.5%-37.3pp |
| Annual return | 11.95% | 20.25%-8.3pp | 20.65%-8.7pp | 73.14%-61.2pp |
| Employer contribution / active EE | $523 | $1,616-67.6% | $2,460-78.7% | $2,342-77.7% |
| Participant deferral / active EE | $1,104 | $2,386-53.7% | $3,438-67.9% | $3,332-66.9% |
| Admin fee / account holder | $5,851 | $3,653+60.2% | $5,558+5.3% | $4,645+26.0% |