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 | $44,339 | $71,050-37.6% | $93,606-52.6% | $80,856-45.2% |
| Participation rate | 42.9% | 60.4%-17.6pp | 68.7%-25.9pp | 67.6%-24.8pp |
| Annual return | 7.97% | 11.26%-3.3pp | 133.20%-125.2pp | 35.59%-27.6pp |
| Employer contribution / active EE | $1,043 | $1,564-33.3% | $2,420-56.9% | $2,755-62.1% |
| Participant deferral / active EE | $1,822 | $4,034-54.8% | $4,411-58.7% | $4,296-57.6% |
| Admin fee / account holder | $7,601 | $6,945+9.5% | $8,285-8.3% | $6,918+9.9% |