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 | $48,795+9.2% | $65,493-18.7% | $84,808-37.2% |
| Participation rate | 50.6% | 67.0%-16.4pp | 73.1%-22.5pp | 68.3%-17.7pp |
| Annual return | 8.86% | 20.20%-11.3pp | 982.45%-973.6pp | 40.90%-32.0pp |
| Employer contribution / active EE | $635 | $1,930-67.1% | $2,574-75.3% | $2,631-75.9% |
| Participant deferral / active EE | $1,373 | $2,928-53.1% | $3,961-65.3% | $4,212-67.4% |
| Admin fee / account holder | $7,300 | $3,877+88.3% | $5,028+45.2% | $7,344-0.6% |