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 | $39,042 | $65,322-40.2% | $70,449-44.6% | $73,488-46.9% |
| Participation rate | 41.1% | 77.0%-35.8pp | 75.1%-33.9pp | 70.7%-29.6pp |
| Annual return | 3.94% | 15.71%-11.8pp | 109.03%-105.1pp | 28.51%-24.6pp |
| Employer contribution / active EE | $916 | $2,460-62.8% | $2,737-66.5% | $2,270-59.7% |
| Participant deferral / active EE | $1,729 | $3,375-48.8% | $3,709-53.4% | $3,740-53.8% |
| Admin fee / account holder | $370 | $214+73.0% | $3,845-90.4% | $513-27.8% |