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 | $34,087 | $95,416-64.3% | $185,823-81.7% | $85,850-60.3% |
| Participation rate | 45.2% | 68.8%-23.5pp | 81.7%-36.5pp | 69.3%-24.1pp |
| Annual return | 10.34% | 23.59%-13.2pp | 122.05%-111.7pp | 318.53%-308.2pp |
| Employer contribution / active EE | $658 | $3,314-80.1% | $5,167-87.3% | $2,565-74.3% |
| Participant deferral / active EE | $1,679 | $3,423-50.9% | $5,568-69.8% | $3,952-57.5% |
| Admin fee / account holder | $5,742 | $7,213-20.4% | $16,237-64.6% | $6,260-8.3% |