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 | $28,687 | $52,279-45.1% | $89,391-67.9% | $79,858-64.1% |
| Participation rate | 16.4% | 57.5%-41.1pp | 68.0%-51.6pp | 69.6%-53.2pp |
| Annual return | 7.44% | 22.16%-14.7pp | 245.62%-238.2pp | 31.71%-24.3pp |
| Employer contribution / active EE | $287 | $1,572-81.7% | $2,586-88.9% | $2,471-88.4% |
| Participant deferral / active EE | $1,162 | $2,740-57.6% | $3,890-70.1% | $3,740-68.9% |
| Admin fee / account holder | $5,137 | $3,356+53.1% | $4,881+5.2% | $5,306-3.2% |