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 | $24,721 | $27,915-11.4% | $58,482-57.7% | $75,163-67.1% |
| Participation rate | 65.8% | 38.8%+27.0pp | 50.9%+14.9pp | 67.2%-1.4pp |
| Annual return | 12.42% | 44.20%-31.8pp | 4239.32%-4226.9pp | 160.62%-148.2pp |
| Employer contribution / active EE | $698 | $669+4.3% | $1,053-33.8% | $2,670-73.9% |
| Participant deferral / active EE | $2,247 | $1,201+87.1% | $1,924+16.8% | $4,125-45.5% |
| Admin fee / account holder | $3,087 | $1,726+78.9% | $2,516+22.7% | $5,651-45.4% |