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 | $19,032 | $54,705-65.2% | $71,209-73.3% | $84,808-77.6% |
| Participation rate | 55.9% | 64.1%-8.1pp | 73.8%-17.8pp | 68.3%-12.4pp |
| Annual return | 12.31% | 35.90%-23.6pp | 282.51%-270.2pp | 40.90%-28.6pp |
| Employer contribution / active EE | $756 | $2,158-65.0% | $2,721-72.2% | $2,631-71.3% |
| Participant deferral / active EE | $3,510 | $3,030+15.8% | $4,175-15.9% | $4,212-16.7% |
| Admin fee / account holder | $1,796 | $4,863-63.1% | $5,349-66.4% | $7,344-75.5% |