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 | $22,941 | $84,233-72.8% | $170,442-86.5% | $70,131-67.3% |
| Participation rate | 27.7% | 70.8%-43.2pp | 83.6%-55.9pp | 69.5%-41.9pp |
| Annual return | 7.46% | 23.06%-15.6pp | 205.93%-198.5pp | 73.14%-65.7pp |
| Employer contribution / active EE | $433 | $3,387-87.2% | $5,433-92.0% | $2,342-81.5% |
| Participant deferral / active EE | $934 | $3,086-69.7% | $4,939-81.1% | $3,332-72.0% |
| Admin fee / account holder | $1,769 | $5,698-69.0% | $13,880-87.3% | $4,645-61.9% |