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 | $67,156 | $85,202-21.2% | $172,739-61.1% | $72,985-8.0% |
| Participation rate | 66.7% | 70.1%-3.4pp | 82.6%-16.0pp | 69.5%-2.8pp |
| Annual return | 4.26% | 27.32%-23.1pp | 802.84%-798.6pp | 81.00%-76.7pp |
| Employer contribution / active EE | $1,777 | $3,324-46.6% | $5,143-65.5% | $2,440-27.2% |
| Participant deferral / active EE | $4,173 | $3,260+28.0% | $5,198-19.7% | $3,607+15.7% |
| Admin fee / account holder | $796 | $5,884-86.5% | $13,954-94.3% | $5,124-84.5% |