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 | $44,427 | $48,570-8.5% | $130,648-66.0% | $72,985-39.1% |
| Participation rate | 66.7% | 58.6%+8.1pp | 71.7%-5.1pp | 69.5%-2.8pp |
| Annual return | 2.94% | 38.63%-35.7pp | 1708.96%-1706.0pp | 81.00%-78.1pp |
| Employer contribution / active EE | $1,141 | $1,334-14.5% | $4,092-72.1% | $2,440-53.2% |
| Participant deferral / active EE | $1,745 | $2,384-26.8% | $3,603-51.6% | $3,607-51.6% |
| Admin fee / account holder | $13,225 | $3,549+272.7% | $5,464+142.0% | $5,124+158.1% |