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 | $50,406 | $79,944-36.9% | $98,439-48.8% | $75,163-32.9% |
| Participation rate | 65.5% | 70.4%-4.9pp | 75.2%-9.6pp | 67.2%-1.7pp |
| Annual return | 11.31% | 19.75%-8.4pp | 21.16%-9.9pp | 160.62%-149.3pp |
| Employer contribution / active EE | $635 | $2,264-71.9% | $3,048-79.2% | $2,670-76.2% |
| Participant deferral / active EE | $2,086 | $3,752-44.4% | $4,738-56.0% | $4,125-49.4% |
| Admin fee / account holder | $12,933 | $6,840+89.1% | $8,948+44.5% | $5,651+128.9% |