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 | $38,421 | $77,634-50.5% | $156,549-75.5% | $62,891-38.9% |
| Participation rate | 53.2% | 71.2%-18.0pp | 84.0%-30.8pp | 69.3%-16.1pp |
| Annual return | 4.50% | 50.32%-45.8pp | 32.23%-27.7pp | 20.14%-15.6pp |
| Employer contribution / active EE | $869 | $3,444-74.8% | $5,501-84.2% | $2,281-61.9% |
| Participant deferral / active EE | $1,423 | $3,045-53.3% | $4,871-70.8% | $3,203-55.6% |
| Admin fee / account holder | $1,024 | $5,561-81.6% | $13,027-92.1% | $4,296-76.2% |