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 | $24,086 | $34,308-29.8% | $74,701-67.8% | $72,985-67.0% |
| Participation rate | 69.5% | 42.4%+27.1pp | 54.5%+15.0pp | 69.5%0pp |
| Annual return | 13.47% | 26.58%-13.1pp | 752.92%-739.5pp | 81.00%-67.5pp |
| Employer contribution / active EE | $810 | $692+17.1% | $1,084-25.3% | $2,440-66.8% |
| Participant deferral / active EE | $1,629 | $1,271+28.1% | $1,964-17.1% | $3,607-54.9% |
| Admin fee / account holder | $374 | $2,124-82.4% | $3,333-88.8% | $5,124-92.7% |