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 | $70,630 | $77,899-9.3% | $149,673-52.8% | $75,163-6.0% |
| Participation rate | 43.8% | 65.6%-21.8pp | 78.8%-35.0pp | 67.2%-23.4pp |
| Annual return | 6.81% | 31.72%-24.9pp | 134.42%-127.6pp | 160.62%-153.8pp |
| Employer contribution / active EE | $754 | $3,137-76.0% | $4,818-84.4% | $2,670-71.8% |
| Participant deferral / active EE | $1,806 | $3,411-47.1% | $5,680-68.2% | $4,125-56.2% |
| Admin fee / account holder | $720 | $5,956-87.9% | $13,210-94.5% | $5,651-87.3% |