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 | $45,101 | $57,541-21.6% | $95,745-52.9% | $75,163-40.0% |
| Participation rate | 24.3% | 62.5%-38.2pp | 72.3%-47.9pp | 67.2%-42.9pp |
| Annual return | 5.53% | 34.93%-29.4pp | 28.35%-22.8pp | 160.62%-155.1pp |
| Employer contribution / active EE | $784 | $1,808-56.6% | $2,835-72.3% | $2,670-70.6% |
| Participant deferral / active EE | $2,226 | $3,074-27.6% | $4,245-47.6% | $4,125-46.0% |
| Admin fee / account holder | $2,247 | $4,099-45.2% | $5,678-60.4% | $5,651-60.2% |