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 | $104,460 | $71,050+47.0% | $93,606+11.6% | $80,856+29.2% |
| Participation rate | 38.7% | 60.4%-21.7pp | 68.7%-30.0pp | 67.6%-28.9pp |
| Annual return | 8.98% | 11.26%-2.3pp | 133.20%-124.2pp | 35.59%-26.6pp |
| Employer contribution / active EE | $703 | $1,564-55.1% | $2,420-71.0% | $2,755-74.5% |
| Participant deferral / active EE | $2,295 | $4,034-43.1% | $4,411-48.0% | $4,296-46.6% |
| Admin fee / account holder | $14,466 | $6,945+108.3% | $8,285+74.6% | $6,918+109.1% |