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 | $12,001 | $45,343-73.5% | $150,298-92.0% | $67,986-82.3% |
| Participation rate | 29.0% | 51.9%-22.8pp | 77.8%-48.7pp | 57.2%-28.2pp |
| Annual return | 10.81% | 33.28%-22.5pp | 62.79%-52.0pp | 31.67%-20.9pp |
| Employer contribution / active EE | $403 | $1,462-72.5% | $4,154-90.3% | $2,019-80.1% |
| Participant deferral / active EE | $651 | $2,055-68.3% | $5,453-88.1% | $3,358-80.6% |
| Admin fee / account holder | $472 | $2,250-79.0% | $14,116-96.7% | $3,203-85.3% |