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 | $35,076 | $54,705-35.9% | $71,209-50.7% | $84,808-58.6% |
| Participation rate | 40.0% | 64.1%-24.1pp | 73.8%-33.8pp | 68.3%-28.3pp |
| Annual return | 10.23% | 35.90%-25.7pp | 282.51%-272.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $596 | $2,158-72.4% | $2,721-78.1% | $2,631-77.4% |
| Participant deferral / active EE | $788 | $3,030-74.0% | $4,175-81.1% | $4,212-81.3% |
| Admin fee / account holder | $752 | $4,863-84.5% | $5,349-85.9% | $7,344-89.8% |