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 | $22,443 | $91,190-75.4% | $178,490-87.4% | $79,858-71.9% |
| Participation rate | 55.6% | 69.2%-13.6pp | 81.9%-26.4pp | 69.6%-14.1pp |
| Annual return | 1.54% | 24.19%-22.6pp | 151.07%-149.5pp | 31.71%-30.2pp |
| Employer contribution / active EE | $1,034 | $3,256-68.2% | $5,011-79.4% | $2,471-58.1% |
| Participant deferral / active EE | $1,128 | $3,236-65.1% | $5,202-78.3% | $3,740-69.8% |
| Admin fee / account holder | $863 | $6,751-87.2% | $13,984-93.8% | $5,306-83.7% |