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 | $37,155 | $47,944-22.5% | $67,834-45.2% | $62,891-40.9% |
| Participation rate | 40.4% | 61.1%-20.6pp | 68.8%-28.4pp | 69.3%-28.9pp |
| Annual return | 1.82% | 11.77%-9.9pp | 138.47%-136.7pp | 20.14%-18.3pp |
| Employer contribution / active EE | $451 | $1,562-71.1% | $2,403-81.2% | $2,281-80.2% |
| Participant deferral / active EE | $1,876 | $2,247-16.5% | $3,160-40.6% | $3,203-41.4% |
| Admin fee / account holder | $1,024 | $3,712-72.4% | $4,622-77.8% | $4,296-76.2% |