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 | $41,734 | $52,279-20.2% | $89,391-53.3% | $79,858-47.7% |
| Participation rate | 37.1% | 57.5%-20.4pp | 68.0%-30.8pp | 69.6%-32.5pp |
| Annual return | 8.30% | 22.16%-13.9pp | 245.62%-237.3pp | 31.71%-23.4pp |
| Employer contribution / active EE | $622 | $1,572-60.4% | $2,586-76.0% | $2,471-74.8% |
| Participant deferral / active EE | $1,520 | $2,740-44.5% | $3,890-60.9% | $3,740-59.4% |
| Admin fee / account holder | $3,468 | $3,356+3.3% | $4,881-29.0% | $5,306-34.6% |