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 6-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 | $22,637 | $51,175-55.8% | $70,515-67.9% | $75,163-69.9% |
| Participation rate | 64.6% | 60.9%+3.6pp | 68.3%-3.8pp | 67.2%-2.6pp |
| Annual return | 10.81% | 30.02%-19.2pp | 32.77%-22.0pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,065 | $1,826-41.7% | $2,973-64.2% | $2,670-60.1% |
| Participant deferral / active EE | $3,385 | $2,849+18.8% | $4,567-25.9% | $4,125-17.9% |
| Admin fee / account holder | $2,156 | $4,091-47.3% | $6,412-66.4% | $5,651-61.9% |