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 | $44,968 | $65,365-31.2% | $92,893-51.6% | $72,985-38.4% |
| Participation rate | 34.5% | 68.3%-33.8pp | 76.0%-41.5pp | 69.5%-35.0pp |
| Annual return | 5.49% | 42.10%-36.6pp | 109.41%-103.9pp | 81.00%-75.5pp |
| Employer contribution / active EE | $11,258 | $2,594+334.0% | $3,653+208.2% | $2,440+361.4% |
| Participant deferral / active EE | $0 | $3,128-100.0% | $4,236-100.0% | $3,607-100.0% |
| Admin fee / account holder | $10,794 | $4,251+153.9% | $5,794+86.3% | $5,124+110.6% |