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 | $11,466 | $29,319-60.9% | $52,425-78.1% | $82,448-86.1% |
| Participation rate | 18.8% | 46.9%-28.1pp | 55.6%-36.9pp | 68.1%-49.3pp |
| Annual return | 8.13% | 535.20%-527.1pp | 302.12%-294.0pp | 41.64%-33.5pp |
| Employer contribution / active EE | $247 | $586-57.9% | $914-73.0% | $2,551-90.3% |
| Participant deferral / active EE | $456 | $1,171-61.1% | $1,790-74.5% | $4,139-89.0% |
| Admin fee / account holder | $1,702 | $1,962-13.3% | $2,495-31.8% | $7,234-76.5% |