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 | $57,451 | $39,019+47.2% | $80,716-28.8% | $85,850-33.1% |
| Participation rate | 34.0% | 41.5%-7.5pp | 54.2%-20.2pp | 69.3%-35.3pp |
| Annual return | 10.72% | 26.27%-15.6pp | 87.28%-76.6pp | 318.53%-307.8pp |
| Employer contribution / active EE | $749 | $722+3.8% | $1,160-35.4% | $2,565-70.8% |
| Participant deferral / active EE | $2,489 | $1,326+87.7% | $2,146+16.0% | $3,952-37.0% |
| Admin fee / account holder | $2,719 | $2,431+11.9% | $3,380-19.5% | $6,260-56.6% |