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 | $76,439 | $85,022-10.1% | $70,515+8.4% | $139,434-45.2% |
| Participation rate | 45.0% | 73.9%-28.9pp | 68.3%-23.3pp | 80.3%-35.3pp |
| Annual return | 9.51% | 30.38%-20.9pp | 32.77%-23.3pp | 372.94%-363.4pp |
| Employer contribution / active EE | $551 | $3,909-85.9% | $2,973-81.5% | $4,751-88.4% |
| Participant deferral / active EE | $2,373 | $5,890-59.7% | $4,567-48.0% | $6,710-64.6% |
| Admin fee / account holder | $16,899 | $8,906+89.8% | $6,412+163.6% | $11,403+48.2% |