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 | $29,987 | $54,705-45.2% | $71,209-57.9% | $84,808-64.6% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.8%-33.8pp | 68.3%-28.3pp |
| Annual return | 8.53% | 35.90%-27.4pp | 282.51%-274.0pp | 40.90%-32.4pp |
| Employer contribution / active EE | $367 | $2,158-83.0% | $2,721-86.5% | $2,631-86.1% |
| Participant deferral / active EE | $1,387 | $3,030-54.2% | $4,175-66.8% | $4,212-67.1% |
| Admin fee / account holder | $12,609 | $4,863+159.3% | $5,349+135.7% | $7,344+71.7% |