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 | $44,251 | $52,580-15.8% | $71,671-38.3% | $70,131-36.9% |
| Participation rate | 55.8% | 60.9%-5.1pp | 68.7%-13.0pp | 69.5%-13.8pp |
| Annual return | 8.89% | 20.25%-11.4pp | 20.65%-11.8pp | 73.14%-64.2pp |
| Employer contribution / active EE | $313 | $1,616-80.7% | $2,460-87.3% | $2,342-86.7% |
| Participant deferral / active EE | $1,146 | $2,386-52.0% | $3,438-66.7% | $3,332-65.6% |
| Admin fee / account holder | $1,114 | $3,653-69.5% | $5,558-80.0% | $4,645-76.0% |