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 | $4,591 | $54,705-91.6% | $71,209-93.6% | $84,808-94.6% |
| Participation rate | 27.5% | 64.1%-36.6pp | 73.8%-46.3pp | 68.3%-40.9pp |
| Annual return | 8.10% | 35.90%-27.8pp | 282.51%-274.4pp | 40.90%-32.8pp |
| Employer contribution / active EE | $348 | $2,158-83.9% | $2,721-87.2% | $2,631-86.8% |
| Participant deferral / active EE | $670 | $3,030-77.9% | $4,175-84.0% | $4,212-84.1% |
| Admin fee / account holder | $935 | $4,863-80.8% | $5,349-82.5% | $7,344-87.3% |