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 | $23,421 | $88,672-73.6% | $105,223-77.7% | $82,448-71.6% |
| Participation rate | 61.6% | 67.9%-6.3pp | 75.0%-13.4pp | 68.1%-6.4pp |
| Annual return | 11.63% | 30.86%-19.2pp | 180.65%-169.0pp | 41.64%-30.0pp |
| Employer contribution / active EE | $977 | $3,048-67.9% | $3,689-73.5% | $2,551-61.7% |
| Participant deferral / active EE | $3,836 | $4,036-5.0% | $5,072-24.4% | $4,139-7.3% |
| Admin fee / account holder | $792 | $7,146-88.9% | $8,859-91.1% | $7,234-89.1% |