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 | $27,743 | $78,672-64.7% | $109,143-74.6% | $85,850-67.7% |
| Participation rate | 44.7% | 68.3%-23.6pp | 75.9%-31.2pp | 69.3%-24.6pp |
| Annual return | 9.59% | 25.09%-15.5pp | 25.75%-16.2pp | 318.53%-308.9pp |
| Employer contribution / active EE | $831 | $2,735-69.6% | $3,722-77.7% | $2,565-67.6% |
| Participant deferral / active EE | $2,786 | $3,467-19.6% | $4,653-40.1% | $3,952-29.5% |
| Admin fee / account holder | $710 | $5,469-87.0% | $6,752-89.5% | $6,260-88.7% |