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 | $31,048 | $154,117-79.9% | $129,995-76.1% | $139,434-77.7% |
| Participation rate | 25.0% | 82.0%-57.0pp | 78.5%-53.5pp | 80.3%-55.3pp |
| Annual return | 6.42% | 32.48%-26.1pp | -137.18%+143.6pp | 372.94%-366.5pp |
| Employer contribution / active EE | $1,762 | $5,289-66.7% | $4,320-59.2% | $4,751-62.9% |
| Participant deferral / active EE | $2,648 | $6,710-60.5% | $5,820-54.5% | $6,710-60.5% |
| Admin fee / account holder | $3,371 | $14,007-75.9% | $10,614-68.2% | $11,403-70.4% |