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 | $38,041 | $58,627-35.1% | $76,735-50.4% | $82,448-53.9% |
| Participation rate | 48.3% | 63.2%-14.9pp | 69.5%-21.2pp | 68.1%-19.7pp |
| Annual return | 11.68% | 39.10%-27.4pp | 29.77%-18.1pp | 41.64%-30.0pp |
| Employer contribution / active EE | $410 | $1,729-76.3% | $2,454-83.3% | $2,551-83.9% |
| Participant deferral / active EE | $2,506 | $3,134-20.0% | $4,088-38.7% | $4,139-39.5% |
| Admin fee / account holder | $4,928 | $5,323-7.4% | $7,189-31.4% | $7,234-31.9% |