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 | $58,903 | $51,638+14.1% | $68,368-13.8% | $82,448-28.6% |
| Participation rate | 36.8% | 63.6%-26.8pp | 73.8%-36.9pp | 68.1%-31.2pp |
| Annual return | 12.70% | 37.53%-24.8pp | 292.57%-279.9pp | 41.64%-28.9pp |
| Employer contribution / active EE | $907 | $2,047-55.7% | $2,649-65.8% | $2,551-64.5% |
| Participant deferral / active EE | $1,192 | $2,914-59.1% | $4,123-71.1% | $4,139-71.2% |
| Admin fee / account holder | $1,529 | $4,643-67.1% | $5,150-70.3% | $7,234-78.9% |