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 | $91,753 | $63,764+43.9% | $81,930+12.0% | $79,858+14.9% |
| Participation rate | 26.1% | 67.5%-41.4pp | 72.0%-45.9pp | 69.6%-43.5pp |
| Annual return | -1.36% | 22.66%-24.0pp | 29.49%-30.9pp | 31.71%-33.1pp |
| Employer contribution / active EE | $624 | $1,795-65.2% | $4,310-85.5% | $2,471-74.7% |
| Participant deferral / active EE | $1,861 | $2,780-33.1% | $7,107-73.8% | $3,740-50.2% |
| Admin fee / account holder | $481 | $4,426-89.1% | $5,158-90.7% | $5,306-90.9% |