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 | $24,934 | $85,202-70.7% | $172,739-85.6% | $72,985-65.8% |
| Participation rate | 47.9% | 70.1%-22.1pp | 82.6%-34.7pp | 69.5%-21.5pp |
| Annual return | 5.30% | 27.32%-22.0pp | 802.84%-797.5pp | 81.00%-75.7pp |
| Employer contribution / active EE | $908 | $3,324-72.7% | $5,143-82.3% | $2,440-62.8% |
| Participant deferral / active EE | $1,002 | $3,260-69.3% | $5,198-80.7% | $3,607-72.2% |
| Admin fee / account holder | $1,578 | $5,884-73.2% | $13,954-88.7% | $5,124-69.2% |