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 | $46,668 | $39,019+19.6% | $80,716-42.2% | $85,850-45.6% |
| Participation rate | 66.7% | 41.5%+25.1pp | 54.2%+12.5pp | 69.3%-2.6pp |
| Annual return | 6.53% | 26.27%-19.7pp | 87.28%-80.7pp | 318.53%-312.0pp |
| Employer contribution / active EE | $1,151 | $722+59.4% | $1,160-0.8% | $2,565-55.1% |
| Participant deferral / active EE | $1,499 | $1,326+13.1% | $2,146-30.2% | $3,952-62.1% |
| Admin fee / account holder | $1,951 | $2,431-19.7% | $3,380-42.3% | $6,260-68.8% |