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 | $64,759 | $43,723+48.1% | $121,196-46.6% | $64,186+0.9% |
| Participation rate | 38.5% | 58.3%-19.9pp | 71.7%-33.3pp | 69.6%-31.1pp |
| Annual return | -10.08% | 68.91%-79.0pp | 16.93%-27.0pp | 7.63%-17.7pp |
| Employer contribution / active EE | $858 | $1,296-33.8% | $4,022-78.7% | $2,381-64.0% |
| Participant deferral / active EE | $1,083 | $2,280-52.5% | $3,344-67.6% | $3,470-68.8% |
| Admin fee / account holder | $4,985 | $3,501+42.4% | $5,019-0.7% | $4,888+2.0% |