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 | $23,528 | $57,828-59.3% | $117,039-79.9% | $70,131-66.5% |
| Participation rate | 36.7% | 67.1%-30.5pp | 77.2%-40.5pp | 69.5%-32.9pp |
| Annual return | 11.63% | 17.55%-5.9pp | 18.95%-7.3pp | 73.14%-61.5pp |
| Employer contribution / active EE | $599 | $1,816-67.0% | $3,785-84.2% | $2,342-74.4% |
| Participant deferral / active EE | $1,627 | $2,438-33.2% | $3,929-58.6% | $3,332-51.2% |
| Admin fee / account holder | $315 | $3,548-91.1% | $5,974-94.7% | $4,645-93.2% |