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 | $32,381 | $51,045-36.6% | $70,515-54.1% | $71,457-54.7% |
| Participation rate | 59.6% | 59.4%+0.2pp | 68.3%-8.7pp | 67.9%-8.3pp |
| Annual return | 10.10% | 42.63%-32.5pp | 32.77%-22.7pp | 28.85%-18.7pp |
| Employer contribution / active EE | $0 | $1,790-100.0% | $2,973-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,145 | $3,026-62.2% | $4,567-74.9% | $4,289-73.3% |
| Admin fee / account holder | $1,948 | $1,994-2.3% | $6,412-69.6% | $1,587+22.7% |