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 | $35,850 | $84,233-57.4% | $170,442-79.0% | $70,131-48.9% |
| Participation rate | 41.2% | 70.8%-29.7pp | 83.6%-42.4pp | 69.5%-28.4pp |
| Annual return | 9.00% | 23.06%-14.1pp | 205.93%-196.9pp | 73.14%-64.1pp |
| Employer contribution / active EE | $850 | $3,387-74.9% | $5,433-84.3% | $2,342-63.7% |
| Participant deferral / active EE | $1,766 | $3,086-42.8% | $4,939-64.2% | $3,332-47.0% |
| Admin fee / account holder | $513 | $5,698-91.0% | $13,880-96.3% | $4,645-89.0% |