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 | $49,543 | $86,944-43.0% | $107,525-53.9% | $74,304-33.3% |
| Participation rate | 43.0% | 59.6%-16.5pp | 75.1%-32.0pp | 60.3%-17.3pp |
| Annual return | 13.00% | 23.52%-10.5pp | 181.32%-168.3pp | 29.43%-16.4pp |
| Employer contribution / active EE | $948 | $2,757-65.6% | $3,754-74.7% | $2,241-57.7% |
| Participant deferral / active EE | $2,182 | $3,554-38.6% | $5,116-57.3% | $3,767-42.1% |
| Admin fee / account holder | $5,155 | $3,727+38.3% | $8,919-42.2% | $2,969+73.6% |