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 | $27,921 | $62,573-55.4% | $85,682-67.4% | $85,850-67.5% |
| Participation rate | 41.7% | 61.1%-19.5pp | 69.9%-28.2pp | 69.3%-27.6pp |
| Annual return | 9.97% | 23.77%-13.8pp | 21.49%-11.5pp | 318.53%-308.6pp |
| Employer contribution / active EE | $798 | $1,757-54.6% | $2,618-69.5% | $2,565-68.9% |
| Participant deferral / active EE | $1,369 | $2,802-51.1% | $3,923-65.1% | $3,952-65.4% |
| Admin fee / account holder | $417 | $4,640-91.0% | $6,873-93.9% | $6,260-93.3% |