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 | $34,971 | $67,984-48.6% | $65,493-46.6% | $74,304-52.9% |
| Participation rate | 37.1% | 66.3%-29.2pp | 73.1%-36.0pp | 60.3%-23.2pp |
| Annual return | 8.03% | 19.87%-11.8pp | 982.45%-974.4pp | 29.43%-21.4pp |
| Employer contribution / active EE | $1,454 | $2,491-41.6% | $2,574-43.5% | $2,241-35.1% |
| Participant deferral / active EE | $1,835 | $3,346-45.2% | $3,961-53.7% | $3,767-51.3% |
| Admin fee / account holder | $2,104 | $1,373+53.3% | $5,028-58.1% | $2,969-29.1% |