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 | $15,764 | $77,899-79.8% | $149,673-89.5% | $75,163-79.0% |
| Participation rate | 62.7% | 65.6%-2.9pp | 78.8%-16.1pp | 67.2%-4.5pp |
| Annual return | 12.80% | 31.72%-18.9pp | 134.42%-121.6pp | 160.62%-147.8pp |
| Employer contribution / active EE | $651 | $3,137-79.2% | $4,818-86.5% | $2,670-75.6% |
| Participant deferral / active EE | $1,607 | $3,411-52.9% | $5,680-71.7% | $4,125-61.1% |
| Admin fee / account holder | $4,870 | $5,956-18.2% | $13,210-63.1% | $5,651-13.8% |