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 | $24,419 | $104,974-76.7% | $95,585-74.5% | $142,382-82.8% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.1%-27.1pp | 80.1%-35.1pp |
| Annual return | 6.46% | 210.33%-203.9pp | 38.56%-32.1pp | 217.08%-210.6pp |
| Employer contribution / active EE | $561 | $2,779-79.8% | $2,527-77.8% | $4,299-87.0% |
| Participant deferral / active EE | $1,032 | $4,352-76.3% | $4,023-74.4% | $6,507-84.1% |
| Admin fee / account holder | $65,991 | $6,386+933.4% | $6,127+977.0% | $12,624+422.8% |