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 | $31,578 | $29,660+6.5% | $56,411-44.0% | $80,856-60.9% |
| Participation rate | 35.7% | 41.6%-5.9pp | 52.5%-16.8pp | 67.6%-31.9pp |
| Annual return | 9.40% | 35.23%-25.8pp | 1701.33%-1691.9pp | 35.59%-26.2pp |
| Employer contribution / active EE | $95 | $669-85.8% | $1,039-90.9% | $2,755-96.6% |
| Participant deferral / active EE | $950 | $1,226-22.5% | $1,952-51.3% | $4,296-77.9% |
| Admin fee / account holder | $4,260 | $2,428+75.5% | $2,829+50.6% | $6,918-38.4% |