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 | $93,648 | $54,517+71.8% | $75,972+23.3% | $74,495+25.7% |
| Participation rate | 13.6% | 60.3%-46.7pp | 69.1%-55.5pp | 67.2%-53.6pp |
| Annual return | 10.51% | 31.82%-21.3pp | 359.55%-349.0pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $466 | $1,777-73.8% | $2,685-82.7% | $2,623-82.2% |
| Participant deferral / active EE | $974 | $3,066-68.2% | $4,255-77.1% | $4,346-77.6% |
| Admin fee / account holder | $1,047 | $2,229-53.0% | $6,467-83.8% | $1,942-46.1% |