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 | $34,135 | $85,766-60.2% | $136,294-75.0% | $70,131-51.3% |
| Participation rate | 44.0% | 74.2%-30.2pp | 81.9%-37.9pp | 69.5%-25.5pp |
| Annual return | 12.95% | 31.45%-18.5pp | 5155.94%-5143.0pp | 73.14%-60.2pp |
| Employer contribution / active EE | $618 | $2,966-79.2% | $4,695-86.8% | $2,342-73.6% |
| Participant deferral / active EE | $2,316 | $5,051-54.1% | $6,247-62.9% | $3,332-30.5% |
| Admin fee / account holder | $3,626 | $5,420-33.1% | $9,243-60.8% | $4,645-21.9% |