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 | $25,370 | $54,705-53.6% | $71,209-64.4% | $84,808-70.1% |
| Participation rate | 19.4% | 64.1%-44.7pp | 73.8%-54.4pp | 68.3%-49.0pp |
| Annual return | 11.02% | 35.90%-24.9pp | 282.51%-271.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $350 | $2,158-83.8% | $2,721-87.1% | $2,631-86.7% |
| Participant deferral / active EE | $1,377 | $3,030-54.6% | $4,175-67.0% | $4,212-67.3% |
| Admin fee / account holder | $2,484 | $4,863-48.9% | $5,349-53.6% | $7,344-66.2% |