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 | $23,521 | $77,899-69.8% | $149,673-84.3% | $75,163-68.7% |
| Participation rate | 28.9% | 65.6%-36.7pp | 78.8%-49.9pp | 67.2%-38.3pp |
| Annual return | 10.74% | 31.72%-21.0pp | 134.42%-123.7pp | 160.62%-149.9pp |
| Employer contribution / active EE | $526 | $3,137-83.2% | $4,818-89.1% | $2,670-80.3% |
| Participant deferral / active EE | $3,452 | $3,411+1.2% | $5,680-39.2% | $4,125-16.3% |
| Admin fee / account holder | $2,615 | $5,956-56.1% | $13,210-80.2% | $5,651-53.7% |