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 | $19,238 | $85,202-77.4% | $172,739-88.9% | $72,985-73.6% |
| Participation rate | 43.4% | 70.1%-26.7pp | 82.6%-39.3pp | 69.5%-26.1pp |
| Annual return | 15.00% | 27.32%-12.3pp | 802.84%-787.8pp | 81.00%-66.0pp |
| Employer contribution / active EE | $782 | $3,324-76.5% | $5,143-84.8% | $2,440-67.9% |
| Participant deferral / active EE | $1,399 | $3,260-57.1% | $5,198-73.1% | $3,607-61.2% |
| Admin fee / account holder | $2,311 | $5,884-60.7% | $13,954-83.4% | $5,124-54.9% |