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 | $30,267 | $78,672-61.5% | $109,143-72.3% | $85,850-64.7% |
| Participation rate | 27.2% | 68.3%-41.1pp | 75.9%-48.7pp | 69.3%-42.2pp |
| Annual return | 10.03% | 25.09%-15.1pp | 25.75%-15.7pp | 318.53%-308.5pp |
| Employer contribution / active EE | $669 | $2,735-75.5% | $3,722-82.0% | $2,565-73.9% |
| Participant deferral / active EE | $1,931 | $3,467-44.3% | $4,653-58.5% | $3,952-51.1% |
| Admin fee / account holder | $3,963 | $5,469-27.5% | $6,752-41.3% | $6,260-36.7% |