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 | $31,904 | $53,127-39.9% | $86,590-63.2% | $70,131-54.5% |
| Participation rate | 22.2% | 65.3%-43.1pp | 73.5%-51.3pp | 69.5%-47.3pp |
| Annual return | 6.72% | 27.66%-20.9pp | 964.84%-958.1pp | 73.14%-66.4pp |
| Employer contribution / active EE | $648 | $2,068-68.7% | $2,839-77.2% | $2,342-72.3% |
| Participant deferral / active EE | $789 | $2,696-70.7% | $3,609-78.1% | $3,332-76.3% |
| Admin fee / account holder | $823 | $3,585-77.0% | $4,906-83.2% | $4,645-82.3% |