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 | $20,571 | $84,233-75.6% | $170,442-87.9% | $70,131-70.7% |
| Participation rate | 27.8% | 70.8%-43.1pp | 83.6%-55.8pp | 69.5%-41.8pp |
| Annual return | 10.30% | 23.06%-12.8pp | 205.93%-195.6pp | 73.14%-62.8pp |
| Employer contribution / active EE | $748 | $3,387-77.9% | $5,433-86.2% | $2,342-68.1% |
| Participant deferral / active EE | $1,192 | $3,086-61.4% | $4,939-75.9% | $3,332-64.2% |
| Admin fee / account holder | $4,859 | $5,698-14.7% | $13,880-65.0% | $4,645+4.6% |