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 | $72,323 | $78,705-8.1% | $117,854-38.6% | $70,131+3.1% |
| Participation rate | 52.9% | 73.2%-20.3pp | 79.7%-26.7pp | 69.5%-16.6pp |
| Annual return | 7.14% | 23.30%-16.2pp | 335.08%-327.9pp | 73.14%-66.0pp |
| Employer contribution / active EE | $687 | $2,223-69.1% | $3,786-81.8% | $2,342-70.7% |
| Participant deferral / active EE | $2,331 | $3,297-29.3% | $4,482-48.0% | $3,332-30.0% |
| Admin fee / account holder | $1,217 | $5,065-76.0% | $8,020-84.8% | $4,645-73.8% |