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 | $21,885 | $31,310-30.1% | $53,898-59.4% | $74,304-70.5% |
| Participation rate | 15.5% | 30.7%-15.1pp | 55.0%-39.4pp | 60.3%-44.8pp |
| Annual return | 12.14% | 23.16%-11.0pp | 528.60%-516.5pp | 29.43%-17.3pp |
| Employer contribution / active EE | $118 | $450-73.9% | $932-87.4% | $2,241-94.8% |
| Participant deferral / active EE | $313 | $934-66.5% | $1,826-82.9% | $3,767-91.7% |
| Admin fee / account holder | $2,766 | $2,175+27.2% | $2,491+11.1% | $2,969-6.8% |