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 | $45,213 | $53,127-14.9% | $86,590-47.8% | $70,131-35.5% |
| Participation rate | 37.0% | 65.3%-28.4pp | 73.5%-36.6pp | 69.5%-32.6pp |
| Annual return | 10.17% | 27.66%-17.5pp | 964.84%-954.7pp | 73.14%-63.0pp |
| Employer contribution / active EE | $326 | $2,068-84.2% | $2,839-88.5% | $2,342-86.1% |
| Participant deferral / active EE | $1,285 | $2,696-52.3% | $3,609-64.4% | $3,332-61.4% |
| Admin fee / account holder | $3,753 | $3,585+4.7% | $4,906-23.5% | $4,645-19.2% |