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 | $66,150 | $51,315+28.9% | $95,745-30.9% | $71,457-7.4% |
| Participation rate | 42.7% | 63.0%-20.3pp | 72.3%-29.5pp | 67.9%-25.2pp |
| Annual return | 11.84% | 25.26%-13.4pp | 28.35%-16.5pp | 28.85%-17.0pp |
| Employer contribution / active EE | $979 | $1,819-46.2% | $2,835-65.5% | $2,588-62.2% |
| Participant deferral / active EE | $2,202 | $3,358-34.4% | $4,245-48.1% | $4,289-48.7% |
| Admin fee / account holder | $1,467 | $1,137+29.1% | $5,678-74.2% | $1,587-7.6% |