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 | $30,501 | $48,230-36.8% | $67,502-54.8% | $80,856-62.3% |
| Participation rate | 64.0% | 66.4%-2.4pp | 72.9%-8.9pp | 67.6%-3.6pp |
| Annual return | 4.85% | 18.28%-13.4pp | 3512.12%-3507.3pp | 35.59%-30.7pp |
| Employer contribution / active EE | $479 | $2,020-76.3% | $2,731-82.5% | $2,755-82.6% |
| Participant deferral / active EE | $1,844 | $2,924-36.9% | $4,000-53.9% | $4,296-57.1% |
| Admin fee / account holder | $648 | $3,681-82.4% | $3,998-83.8% | $6,918-90.6% |