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 | $59,715 | $77,899-23.3% | $149,673-60.1% | $75,163-20.6% |
| Participation rate | 37.9% | 65.6%-27.7pp | 78.8%-40.9pp | 67.2%-29.3pp |
| Annual return | 5.34% | 31.72%-26.4pp | 134.42%-129.1pp | 160.62%-155.3pp |
| Employer contribution / active EE | $670 | $3,137-78.7% | $4,818-86.1% | $2,670-74.9% |
| Participant deferral / active EE | $2,274 | $3,411-33.3% | $5,680-60.0% | $4,125-44.9% |
| Admin fee / account holder | $1,061 | $5,956-82.2% | $13,210-92.0% | $5,651-81.2% |