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 | $18,697 | $53,127-64.8% | $86,590-78.4% | $70,131-73.3% |
| Participation rate | 67.5% | 65.3%+2.2pp | 73.5%-6.1pp | 69.5%-2.1pp |
| Annual return | 8.26% | 27.66%-19.4pp | 964.84%-956.6pp | 73.14%-64.9pp |
| Employer contribution / active EE | $705 | $2,068-65.9% | $2,839-75.2% | $2,342-69.9% |
| Participant deferral / active EE | $926 | $2,696-65.6% | $3,609-74.3% | $3,332-72.2% |
| Admin fee / account holder | $1,086 | $3,585-69.7% | $4,906-77.9% | $4,645-76.6% |