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 | $40,468 | $68,573-41.0% | $120,368-66.4% | $80,874-50.0% |
| Participation rate | 52.8% | 61.6%-8.8pp | 71.9%-19.1pp | 67.6%-14.9pp |
| Annual return | 10.14% | 23.61%-13.5pp | 107.26%-97.1pp | 35.62%-25.5pp |
| Employer contribution / active EE | $776 | $2,052-62.2% | $3,465-77.6% | $2,756-71.8% |
| Participant deferral / active EE | $3,911 | $3,174+23.2% | $4,991-21.6% | $4,297-9.0% |
| Admin fee / account holder | $6,808 | $5,734+18.7% | $9,429-27.8% | $6,935-1.8% |