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 7-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 | $40,402 | $37,426+8.0% | $77,482-47.9% | $79,858-49.4% |
| Participation rate | 30.8% | 41.5%-10.7pp | 54.2%-23.4pp | 69.6%-38.9pp |
| Annual return | 4.11% | 39.70%-35.6pp | 54.79%-50.7pp | 31.71%-27.6pp |
| Employer contribution / active EE | $766 | $637+20.3% | $986-22.4% | $2,471-69.0% |
| Participant deferral / active EE | $1,786 | $1,260+41.7% | $1,861-4.1% | $3,740-52.3% |
| Admin fee / account holder | $310 | $2,504-87.6% | $2,858-89.1% | $5,306-94.2% |