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 | $40,334 | $68,719-41.3% | $91,541-55.9% | $84,808-52.4% |
| Participation rate | 60.0% | 64.5%-4.5pp | 69.8%-9.8pp | 68.3%-8.3pp |
| Annual return | 9.95% | 19.12%-9.2pp | 20.50%-10.5pp | 40.90%-30.9pp |
| Employer contribution / active EE | $804 | $1,920-58.1% | $2,505-67.9% | $2,631-69.5% |
| Participant deferral / active EE | $3,025 | $3,136-3.5% | $4,008-24.5% | $4,212-28.2% |
| Admin fee / account holder | $5,979 | $5,786+3.3% | $6,956-14.1% | $7,344-18.6% |