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 | $32,755 | $81,248-59.7% | $155,509-78.9% | $80,856-59.5% |
| Participation rate | 29.7% | 66.2%-36.5pp | 78.2%-48.5pp | 67.6%-37.9pp |
| Annual return | 10.55% | 33.31%-22.8pp | 64.67%-54.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $553 | $3,100-82.2% | $4,672-88.2% | $2,755-79.9% |
| Participant deferral / active EE | $2,219 | $3,452-35.7% | $5,626-60.6% | $4,296-48.3% |
| Admin fee / account holder | $531 | $7,997-93.4% | $15,912-96.7% | $6,918-92.3% |