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 | $25,455 | $105,181-75.8% | $159,436-84.0% | $85,850-70.3% |
| Participation rate | 53.8% | 75.8%-21.9pp | 82.8%-29.0pp | 69.3%-15.5pp |
| Annual return | 9.33% | 45.07%-35.7pp | 263.57%-254.2pp | 318.53%-309.2pp |
| Employer contribution / active EE | $918 | $3,318-72.3% | $4,829-81.0% | $2,565-64.2% |
| Participant deferral / active EE | $4,262 | $5,945-28.3% | $7,352-42.0% | $3,952+7.9% |
| Admin fee / account holder | $7,069 | $6,933+1.9% | $10,799-34.5% | $6,260+12.9% |