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 | $37,567 | $29,660+26.7% | $56,411-33.4% | $80,856-53.5% |
| Participation rate | 67.2% | 41.6%+25.6pp | 52.5%+14.7pp | 67.6%-0.4pp |
| Annual return | 10.23% | 35.23%-25.0pp | 1701.33%-1691.1pp | 35.59%-25.4pp |
| Employer contribution / active EE | $1,118 | $669+67.0% | $1,039+7.6% | $2,755-59.4% |
| Participant deferral / active EE | $2,182 | $1,226+78.0% | $1,952+11.8% | $4,296-49.2% |
| Admin fee / account holder | $1,537 | $2,428-36.7% | $2,829-45.7% | $6,918-77.8% |