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 | $42,842 | $22,587+89.7% | $65,255-34.3% | $75,163-43.0% |
| Participation rate | 68.4% | 63.1%+5.3pp | 65.0%+3.5pp | 67.2%+1.2pp |
| Annual return | 13.97% | 71.03%-57.1pp | 47.35%-33.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,367 | $941+151.7% | $1,691+39.9% | $2,670-11.3% |
| Participant deferral / active EE | $3,017 | $1,695+78.0% | $2,831+6.6% | $4,125-26.9% |
| Admin fee / account holder | $2,465 | $1,876+31.4% | $4,112-40.1% | $5,651-56.4% |