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 | $55,863 | $54,705+2.1% | $71,209-21.6% | $84,808-34.1% |
| Participation rate | 41.9% | 64.1%-22.1pp | 73.8%-31.8pp | 68.3%-26.4pp |
| Annual return | 11.88% | 35.90%-24.0pp | 282.51%-270.6pp | 40.90%-29.0pp |
| Employer contribution / active EE | $484 | $2,158-77.6% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $1,434 | $3,030-52.7% | $4,175-65.7% | $4,212-65.9% |
| Admin fee / account holder | $2,541 | $4,863-47.8% | $5,349-52.5% | $7,344-65.4% |