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 | $24,780 | $124,281-80.1% | $109,143-77.3% | $167,490-85.2% |
| Participation rate | 47.8% | 79.4%-31.6pp | 75.9%-28.1pp | 82.1%-34.3pp |
| Annual return | 6.66% | 26.04%-19.4pp | 25.75%-19.1pp | 478.56%-471.9pp |
| Employer contribution / active EE | $1,318 | $4,207-68.7% | $3,722-64.6% | $4,837-72.7% |
| Participant deferral / active EE | $4,089 | $5,255-22.2% | $4,653-12.1% | $6,341-35.5% |
| Admin fee / account holder | $3,191 | $7,970-60.0% | $6,752-52.7% | $12,309-74.1% |