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 | $12,557 | $77,899-83.9% | $149,673-91.6% | $75,163-83.3% |
| Participation rate | 40.8% | 65.6%-24.8pp | 78.8%-37.9pp | 67.2%-26.4pp |
| Annual return | 8.93% | 31.72%-22.8pp | 134.42%-125.5pp | 160.62%-151.7pp |
| Employer contribution / active EE | $746 | $3,137-76.2% | $4,818-84.5% | $2,670-72.1% |
| Participant deferral / active EE | $1,151 | $3,411-66.3% | $5,680-79.7% | $4,125-72.1% |
| Admin fee / account holder | $440 | $5,956-92.6% | $13,210-96.7% | $5,651-92.2% |