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 | $21,295 | $63,346-66.4% | $92,233-76.9% | $70,131-69.6% |
| Participation rate | 53.0% | 68.7%-15.7pp | 76.5%-23.5pp | 69.5%-16.5pp |
| Annual return | 3.36% | 530.12%-526.8pp | 176.28%-172.9pp | 73.14%-69.8pp |
| Employer contribution / active EE | $615 | $2,471-75.1% | $3,679-83.3% | $2,342-73.8% |
| Participant deferral / active EE | $1,149 | $2,854-59.7% | $3,897-70.5% | $3,332-65.5% |
| Admin fee / account holder | $3,155 | $3,840-17.8% | $5,194-39.3% | $4,645-32.1% |