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 | $70,036 | $65,365+7.1% | $92,893-24.6% | $72,985-4.0% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 0.04% | 42.10%-42.1pp | 109.41%-109.4pp | 81.00%-81.0pp |
| Employer contribution / active EE | $691 | $2,594-73.4% | $3,653-81.1% | $2,440-71.7% |
| Participant deferral / active EE | $2,749 | $3,128-12.1% | $4,236-35.1% | $3,607-23.8% |
| Admin fee / account holder | $5,553 | $4,251+30.6% | $5,794-4.2% | $5,124+8.4% |