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 | $99,747 | $88,707+12.4% | $74,183+34.5% | $273,961-63.6% |
| Participation rate | 65.2% | 79.4%-14.2pp | 76.6%-11.4pp | 83.0%-17.8pp |
| Annual return | 0.08% | 11.94%-11.9pp | 17.74%-17.7pp | 41.45%-41.4pp |
| Employer contribution / active EE | $720 | $3,159-77.2% | $2,370-69.6% | $4,869-85.2% |
| Participant deferral / active EE | $2,888 | $4,212-31.4% | $3,550-18.7% | $5,287-45.4% |
| Admin fee / account holder | $353 | $8,717-96.0% | $5,586-93.7% | $10,132-96.5% |