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 | $32,410 | $88,672-63.5% | $105,223-69.2% | $82,448-60.7% |
| Participation rate | 50.0% | 67.9%-17.9pp | 75.0%-25.0pp | 68.1%-18.1pp |
| Annual return | 11.70% | 30.86%-19.2pp | 180.65%-168.9pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,096 | $3,048-64.0% | $3,689-70.3% | $2,551-57.0% |
| Participant deferral / active EE | $1,790 | $4,036-55.6% | $5,072-64.7% | $4,139-56.8% |
| Admin fee / account holder | $3,670 | $7,146-48.6% | $8,859-58.6% | $7,234-49.3% |