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 | $52,705 | $95,416-44.8% | $185,823-71.6% | $85,850-38.6% |
| Participation rate | 48.8% | 68.8%-19.9pp | 81.7%-32.9pp | 69.3%-20.5pp |
| Annual return | 9.91% | 23.59%-13.7pp | 122.05%-112.1pp | 318.53%-308.6pp |
| Employer contribution / active EE | $825 | $3,314-75.1% | $5,167-84.0% | $2,565-67.8% |
| Participant deferral / active EE | $2,288 | $3,423-33.2% | $5,568-58.9% | $3,952-42.1% |
| Admin fee / account holder | $7,918 | $7,213+9.8% | $16,237-51.2% | $6,260+26.5% |