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 | $56,378 | $44,425+26.9% | $67,834-16.9% | $55,167+2.2% |
| Participation rate | 24.8% | 59.7%-34.9pp | 68.8%-44.0pp | 69.0%-44.2pp |
| Annual return | 3.72% | 17.80%-14.1pp | 138.47%-134.8pp | 169.23%-165.5pp |
| Employer contribution / active EE | $771 | $1,351-43.0% | $2,403-67.9% | $1,963-60.7% |
| Participant deferral / active EE | $1,898 | $2,166-12.3% | $3,160-39.9% | $3,054-37.8% |
| Admin fee / account holder | $9,987 | $530+1783.1% | $4,622+116.1% | $504+1881.9% |