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 | $41,758 | $55,415-24.6% | $155,509-73.1% | $74,495-43.9% |
| Participation rate | 15.8% | 61.9%-46.1pp | 78.2%-62.4pp | 67.2%-51.4pp |
| Annual return | 10.48% | 268.50%-258.0pp | 64.67%-54.2pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $601 | $2,267-73.5% | $4,672-87.1% | $2,623-77.1% |
| Participant deferral / active EE | $815 | $2,836-71.3% | $5,626-85.5% | $4,346-81.2% |
| Admin fee / account holder | $2,006 | $1,738+15.4% | $15,912-87.4% | $1,942+3.3% |