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 | $37,480 | $47,848-21.7% | $81,478-54.0% | $70,131-46.6% |
| Participation rate | 42.6% | 58.3%-15.7pp | 68.0%-25.4pp | 69.5%-26.9pp |
| Annual return | 10.45% | 27.25%-16.8pp | 38.78%-28.3pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,365 | $1,527-10.6% | $2,568-46.8% | $2,342-41.7% |
| Participant deferral / active EE | $3,074 | $2,453+25.3% | $3,537-13.1% | $3,332-7.7% |
| Admin fee / account holder | $8,034 | $3,145+155.5% | $4,561+76.1% | $4,645+72.9% |