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 | $48,130 | $57,976-17.0% | $62,995-23.6% | $62,292-22.7% |
| Participation rate | 69.8% | 75.9%-6.1pp | 74.8%-5.0pp | 69.5%+0.3pp |
| Annual return | 9.39% | 17.54%-8.2pp | 87.57%-78.2pp | 28.90%-19.5pp |
| Employer contribution / active EE | $1,248 | $2,415-48.3% | $2,759-54.8% | $2,042-38.9% |
| Participant deferral / active EE | $2,397 | $2,956-18.9% | $3,329-28.0% | $3,169-24.3% |
| Admin fee / account holder | $5,377 | $276+1849.9% | $3,600+49.4% | $479+1021.7% |