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 | $63,156 | $124,281-49.2% | $109,143-42.1% | $167,490-62.3% |
| Participation rate | 41.7% | 79.4%-37.8pp | 75.9%-34.2pp | 82.1%-40.4pp |
| Annual return | 8.61% | 26.04%-17.4pp | 25.75%-17.1pp | 478.56%-470.0pp |
| Employer contribution / active EE | $1,297 | $4,207-69.2% | $3,722-65.2% | $4,837-73.2% |
| Participant deferral / active EE | $4,767 | $5,255-9.3% | $4,653+2.4% | $6,341-24.8% |
| Admin fee / account holder | $25,724 | $7,970+222.8% | $6,752+281.0% | $12,309+109.0% |