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 | $52,318 | $48,230+8.5% | $67,502-22.5% | $80,856-35.3% |
| Participation rate | 35.7% | 66.4%-30.7pp | 72.9%-37.2pp | 67.6%-31.9pp |
| Annual return | 8.94% | 18.28%-9.3pp | 3512.12%-3503.2pp | 35.59%-26.7pp |
| Employer contribution / active EE | $749 | $2,020-62.9% | $2,731-72.6% | $2,755-72.8% |
| Participant deferral / active EE | $1,254 | $2,924-57.1% | $4,000-68.7% | $4,296-70.8% |
| Admin fee / account holder | $6,179 | $3,681+67.8% | $3,998+54.6% | $6,918-10.7% |