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 | $53,945 | $63,346-14.8% | $92,233-41.5% | $70,131-23.1% |
| Participation rate | 61.3% | 68.7%-7.4pp | 76.5%-15.2pp | 69.5%-8.3pp |
| Annual return | 11.82% | 530.12%-518.3pp | 176.28%-164.5pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,702 | $2,471-31.1% | $3,679-53.7% | $2,342-27.3% |
| Participant deferral / active EE | $4,628 | $2,854+62.2% | $3,897+18.8% | $3,332+38.9% |
| Admin fee / account holder | $597 | $3,840-84.5% | $5,194-88.5% | $4,645-87.1% |