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 | $85,993 | $63,346+35.8% | $92,233-6.8% | $70,131+22.6% |
| Participation rate | 48.3% | 68.7%-20.4pp | 76.5%-28.2pp | 69.5%-21.3pp |
| Annual return | 12.41% | 530.12%-517.7pp | 176.28%-163.9pp | 73.14%-60.7pp |
| Employer contribution / active EE | $1,168 | $2,471-52.8% | $3,679-68.3% | $2,342-50.2% |
| Participant deferral / active EE | $3,018 | $2,854+5.8% | $3,897-22.5% | $3,332-9.4% |
| Admin fee / account holder | $4,329 | $3,840+12.7% | $5,194-16.7% | $4,645-6.8% |