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 | $10,633 | $56,114-81.1% | $96,139-88.9% | $85,850-87.6% |
| Participation rate | 65.9% | 56.7%+9.1pp | 68.4%-2.6pp | 69.3%-3.5pp |
| Annual return | 8.90% | 42.30%-33.4pp | 191.94%-183.0pp | 318.53%-309.6pp |
| Employer contribution / active EE | $2,139 | $1,620+32.1% | $2,797-23.5% | $2,565-16.6% |
| Participant deferral / active EE | $1,431 | $2,859-50.0% | $4,349-67.1% | $3,952-63.8% |
| Admin fee / account holder | $1,259 | $3,768-66.6% | $5,537-77.3% | $6,260-79.9% |