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 | $45,821 | $93,571-51.0% | $135,903-66.3% | $75,163-39.0% |
| Participation rate | 53.3% | 75.2%-21.8pp | 81.9%-28.6pp | 67.2%-13.9pp |
| Annual return | 13.41% | 30.90%-17.5pp | 68.23%-54.8pp | 160.62%-147.2pp |
| Employer contribution / active EE | $892 | $3,537-74.8% | $4,856-81.6% | $2,670-66.6% |
| Participant deferral / active EE | $2,517 | $6,404-60.7% | $7,758-67.6% | $4,125-39.0% |
| Admin fee / account holder | $433 | $6,975-93.8% | $10,762-96.0% | $5,651-92.3% |