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 | $84,436 | $39,019+116.4% | $80,716+4.6% | $85,850-1.6% |
| Participation rate | 58.6% | 41.5%+17.1pp | 54.2%+4.5pp | 69.3%-10.7pp |
| Annual return | 11.10% | 26.27%-15.2pp | 87.28%-76.2pp | 318.53%-307.4pp |
| Employer contribution / active EE | $426 | $722-41.1% | $1,160-63.3% | $2,565-83.4% |
| Participant deferral / active EE | $966 | $1,326-27.1% | $2,146-55.0% | $3,952-75.6% |
| Admin fee / account holder | $4,107 | $2,431+69.0% | $3,380+21.5% | $6,260-34.4% |