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 | $47,187 | $51,604-8.6% | $129,295-63.5% | $80,874-41.7% |
| Participation rate | 56.8% | 57.0%-0.2pp | 69.6%-12.9pp | 67.6%-10.9pp |
| Annual return | 9.63% | 20.76%-11.1pp | 9429.28%-9419.7pp | 35.62%-26.0pp |
| Employer contribution / active EE | $952 | $1,585-39.9% | $4,157-77.1% | $2,756-65.5% |
| Participant deferral / active EE | $3,098 | $2,670+16.0% | $4,169-25.7% | $4,297-27.9% |
| Admin fee / account holder | $20,368 | $4,310+372.6% | $7,665+165.7% | $6,935+193.7% |