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 | $45,168 | $76,000-40.6% | $154,107-70.7% | $64,186-29.6% |
| Participation rate | 55.7% | 70.4%-14.7pp | 83.0%-27.3pp | 69.6%-13.8pp |
| Annual return | -8.22% | 30.32%-38.5pp | 735.12%-743.3pp | 7.63%-15.9pp |
| Employer contribution / active EE | $1,327 | $3,351-60.4% | $5,298-75.0% | $2,381-44.3% |
| Participant deferral / active EE | $5,464 | $3,175+72.1% | $5,081+7.5% | $3,470+57.5% |
| Admin fee / account holder | $1,610 | $5,596-71.2% | $13,411-88.0% | $4,888-67.1% |