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 | $19,301 | $56,317-65.7% | $71,209-72.9% | $74,304-74.0% |
| Participation rate | 38.0% | 55.1%-17.2pp | 73.8%-35.8pp | 60.3%-22.4pp |
| Annual return | 9.31% | 42.83%-33.5pp | 282.51%-273.2pp | 29.43%-20.1pp |
| Employer contribution / active EE | $492 | $2,160-77.2% | $2,721-81.9% | $2,241-78.1% |
| Participant deferral / active EE | $1,277 | $2,788-54.2% | $4,175-69.4% | $3,767-66.1% |
| Admin fee / account holder | $3,775 | $2,290+64.9% | $5,349-29.4% | $2,969+27.2% |