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 | $44,767 | $57,057-21.5% | $85,009-47.3% | $80,874-44.6% |
| Participation rate | 21.3% | 56.4%-35.1pp | 67.5%-46.2pp | 67.6%-46.4pp |
| Annual return | 9.41% | 21.66%-12.3pp | 66.47%-57.1pp | 35.62%-26.2pp |
| Employer contribution / active EE | $424 | $1,799-76.4% | $2,728-84.5% | $2,756-84.6% |
| Participant deferral / active EE | $795 | $3,112-74.5% | $4,522-82.4% | $4,297-81.5% |
| Admin fee / account holder | $11,918 | $4,986+139.0% | $6,153+93.7% | $6,935+71.9% |