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 | $35,282 | $34,934+1.0% | $56,411-37.5% | $74,495-52.6% |
| Participation rate | 41.8% | 32.8%+8.9pp | 52.5%-10.7pp | 67.2%-25.4pp |
| Annual return | 9.88% | 25.94%-16.1pp | 1701.33%-1691.4pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $678 | $609+11.3% | $1,039-34.7% | $2,623-74.2% |
| Participant deferral / active EE | $2,487 | $1,170+112.5% | $1,952+27.4% | $4,346-42.8% |
| Admin fee / account holder | $3,272 | $2,364+38.4% | $2,829+15.7% | $1,942+68.5% |