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 | $24,948 | $63,346-60.6% | $92,233-73.0% | $70,131-64.4% |
| Participation rate | 37.9% | 68.7%-30.7pp | 76.5%-38.5pp | 69.5%-31.6pp |
| Annual return | 11.60% | 530.12%-518.5pp | 176.28%-164.7pp | 73.14%-61.5pp |
| Employer contribution / active EE | $590 | $2,471-76.1% | $3,679-84.0% | $2,342-74.8% |
| Participant deferral / active EE | $1,160 | $2,854-59.4% | $3,897-70.2% | $3,332-65.2% |
| Admin fee / account holder | $3,028 | $3,840-21.2% | $5,194-41.7% | $4,645-34.8% |