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 | $49,591 | $48,750+1.7% | $88,946-44.2% | $74,304-33.3% |
| Participation rate | 25.6% | 44.5%-18.9pp | 68.8%-43.3pp | 60.3%-34.8pp |
| Annual return | 12.79% | 25.91%-13.1pp | 57.82%-45.0pp | 29.43%-16.6pp |
| Employer contribution / active EE | $529 | $1,255-57.8% | $2,555-79.3% | $2,241-76.4% |
| Participant deferral / active EE | $960 | $2,423-60.4% | $4,581-79.0% | $3,767-74.5% |
| Admin fee / account holder | $627 | $3,756-83.3% | $8,261-92.4% | $2,969-78.9% |