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 | $12,840 | $45,035-71.5% | $62,995-79.6% | $70,131-81.7% |
| Participation rate | 69.0% | 69.5%-0.6pp | 74.8%-5.8pp | 69.5%-0.6pp |
| Annual return | 5.22% | 18.76%-13.5pp | 87.57%-82.3pp | 73.14%-67.9pp |
| Employer contribution / active EE | $990 | $2,051-51.8% | $2,759-64.1% | $2,342-57.8% |
| Participant deferral / active EE | $2,243 | $2,465-9.0% | $3,329-32.6% | $3,332-32.7% |
| Admin fee / account holder | $507 | $2,834-82.1% | $3,600-85.9% | $4,645-89.1% |