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 | $99,111 | $65,395+51.6% | $182,532-45.7% | $72,985+35.8% |
| Participation rate | 27.8% | 65.4%-37.7pp | 78.0%-50.2pp | 69.5%-41.7pp |
| Annual return | 16.55% | 27.68%-11.1pp | 148.54%-132.0pp | 81.00%-64.4pp |
| Employer contribution / active EE | $629 | $1,911-67.1% | $4,076-84.6% | $2,440-74.2% |
| Participant deferral / active EE | $1,840 | $3,563-48.4% | $5,524-66.7% | $3,607-49.0% |
| Admin fee / account holder | $17,014 | $4,245+300.8% | $8,592+98.0% | $5,124+232.0% |