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 | $76,250 | $78,705-3.1% | $117,854-35.3% | $70,131+8.7% |
| Participation rate | 32.4% | 73.2%-40.8pp | 79.7%-47.2pp | 69.5%-37.1pp |
| Annual return | 12.37% | 23.30%-10.9pp | 335.08%-322.7pp | 73.14%-60.8pp |
| Employer contribution / active EE | $810 | $2,223-63.6% | $3,786-78.6% | $2,342-65.4% |
| Participant deferral / active EE | $1,657 | $3,297-49.7% | $4,482-63.0% | $3,332-50.3% |
| Admin fee / account holder | $16,258 | $5,065+221.0% | $8,020+102.7% | $4,645+250.0% |