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 | $94,475 | $65,685+43.8% | $57,179+65.2% | $273,961-65.5% |
| Participation rate | 11.8% | 78.3%-66.6pp | 75.3%-63.6pp | 83.0%-71.3pp |
| Annual return | -1.47% | 21.99%-23.5pp | 14.59%-16.1pp | 41.45%-42.9pp |
| Employer contribution / active EE | $0 | $3,279-100.0% | $2,682-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $1,132 | $3,782-70.1% | $3,096-63.4% | $5,287-78.6% |
| Admin fee / account holder | $317 | $4,835-93.4% | $3,139-89.9% | $10,132-96.9% |