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 | $53,278 | $47,479+12.2% | $62,929-15.3% | $82,448-35.4% |
| Participation rate | 50.6% | 66.9%-16.3pp | 73.1%-22.5pp | 68.1%-17.5pp |
| Annual return | 8.86% | 20.34%-11.5pp | 1063.93%-1055.1pp | 41.64%-32.8pp |
| Employer contribution / active EE | $635 | $1,885-66.3% | $2,505-74.7% | $2,551-75.1% |
| Participant deferral / active EE | $1,373 | $2,870-52.2% | $3,888-64.7% | $4,139-66.8% |
| Admin fee / account holder | $7,300 | $3,804+91.9% | $5,065+44.1% | $7,234+0.9% |