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 | $34,516 | $91,190-62.1% | $178,490-80.7% | $79,858-56.8% |
| Participation rate | 48.9% | 69.2%-20.3pp | 81.9%-33.0pp | 69.6%-20.7pp |
| Annual return | 3.40% | 24.19%-20.8pp | 151.07%-147.7pp | 31.71%-28.3pp |
| Employer contribution / active EE | $463 | $3,256-85.8% | $5,011-90.8% | $2,471-81.3% |
| Participant deferral / active EE | $1,109 | $3,236-65.7% | $5,202-78.7% | $3,740-70.4% |
| Admin fee / account holder | $4,391 | $6,751-35.0% | $13,984-68.6% | $5,306-17.2% |