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 | $58,399 | $101,069-42.2% | $81,478-28.3% | $147,584-60.4% |
| Participation rate | 55.6% | 74.5%-18.9pp | 68.0%-12.4pp | 82.8%-27.3pp |
| Annual return | 7.05% | 32.40%-25.3pp | 38.78%-31.7pp | 578.55%-571.5pp |
| Employer contribution / active EE | $2,177 | $3,205-32.1% | $2,568-15.2% | $4,876-55.4% |
| Participant deferral / active EE | $847 | $4,242-80.0% | $3,537-76.1% | $5,439-84.4% |
| Admin fee / account holder | $22,459 | $5,812+286.4% | $4,561+392.4% | $10,885+106.3% |