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 | $40,900 | $47,944-14.7% | $67,834-39.7% | $62,891-35.0% |
| Participation rate | 32.1% | 61.1%-29.0pp | 68.8%-36.7pp | 69.3%-37.2pp |
| Annual return | 4.59% | 11.77%-7.2pp | 138.47%-133.9pp | 20.14%-15.5pp |
| Employer contribution / active EE | $729 | $1,562-53.3% | $2,403-69.7% | $2,281-68.0% |
| Participant deferral / active EE | $1,726 | $2,247-23.2% | $3,160-45.4% | $3,203-46.1% |
| Admin fee / account holder | $3,167 | $3,712-14.7% | $4,622-31.5% | $4,296-26.3% |