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 | $49,364 | $56,317-12.3% | $71,209-30.7% | $74,304-33.6% |
| Participation rate | 26.6% | 55.1%-28.5pp | 73.8%-47.2pp | 60.3%-33.8pp |
| Annual return | 2.90% | 42.83%-39.9pp | 282.51%-279.6pp | 29.43%-26.5pp |
| Employer contribution / active EE | $610 | $2,160-71.7% | $2,721-77.6% | $2,241-72.8% |
| Participant deferral / active EE | $990 | $2,788-64.5% | $4,175-76.3% | $3,767-73.7% |
| Admin fee / account holder | $9,523 | $2,290+315.9% | $5,349+78.0% | $2,969+220.8% |