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 | $26,002 | $60,349-56.9% | $74,183-64.9% | $62,891-58.7% |
| Participation rate | 60.6% | 72.7%-12.2pp | 76.6%-16.1pp | 69.3%-8.7pp |
| Annual return | 1.17% | 21.37%-20.2pp | 17.74%-16.6pp | 20.14%-19.0pp |
| Employer contribution / active EE | $1,134 | $1,680-32.5% | $2,370-52.2% | $2,281-50.3% |
| Participant deferral / active EE | $2,618 | $2,856-8.3% | $3,550-26.2% | $3,203-18.3% |
| Admin fee / account holder | $390 | $4,261-90.8% | $5,586-93.0% | $4,296-90.9% |