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 | $43,467 | $77,899-44.2% | $149,673-71.0% | $75,163-42.2% |
| Participation rate | 39.1% | 65.6%-26.5pp | 78.8%-39.7pp | 67.2%-28.1pp |
| Annual return | 10.63% | 31.72%-21.1pp | 134.42%-123.8pp | 160.62%-150.0pp |
| Employer contribution / active EE | $455 | $3,137-85.5% | $4,818-90.6% | $2,670-82.9% |
| Participant deferral / active EE | $1,587 | $3,411-53.5% | $5,680-72.1% | $4,125-61.5% |
| Admin fee / account holder | $5,553 | $5,956-6.8% | $13,210-58.0% | $5,651-1.7% |