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 | $57,500 | $105,181-45.3% | $159,436-63.9% | $85,850-33.0% |
| Participation rate | 67.6% | 75.8%-8.2pp | 82.8%-15.3pp | 69.3%-1.7pp |
| Annual return | 11.51% | 45.07%-33.6pp | 263.57%-252.1pp | 318.53%-307.0pp |
| Employer contribution / active EE | $995 | $3,318-70.0% | $4,829-79.4% | $2,565-61.2% |
| Participant deferral / active EE | $3,211 | $5,945-46.0% | $7,352-56.3% | $3,952-18.8% |
| Admin fee / account holder | $2,053 | $6,933-70.4% | $10,799-81.0% | $6,260-67.2% |