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 | $55,340 | $81,233-31.9% | $155,567-64.4% | $80,874-31.6% |
| Participation rate | 17.8% | 66.2%-48.5pp | 78.2%-60.4pp | 67.6%-49.9pp |
| Annual return | 8.49% | 33.33%-24.8pp | 64.74%-56.2pp | 35.62%-27.1pp |
| Employer contribution / active EE | $552 | $3,101-82.2% | $4,674-88.2% | $2,756-80.0% |
| Participant deferral / active EE | $1,316 | $3,452-61.9% | $5,628-76.6% | $4,297-69.4% |
| Admin fee / account holder | $1,143 | $7,998-85.7% | $15,916-92.8% | $6,935-83.5% |