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 | $28,236 | $46,553-39.3% | $64,056-55.9% | $75,163-62.4% |
| Participation rate | 43.7% | 65.9%-22.3pp | 72.3%-28.6pp | 67.2%-23.5pp |
| Annual return | 9.81% | 26.03%-16.2pp | 33.69%-23.9pp | 160.62%-150.8pp |
| Employer contribution / active EE | $601 | $1,974-69.5% | $2,747-78.1% | $2,670-77.5% |
| Participant deferral / active EE | $1,239 | $2,837-56.3% | $3,880-68.1% | $4,125-70.0% |
| Admin fee / account holder | $1,330 | $2,952-54.9% | $3,068-56.7% | $5,651-76.5% |