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 | $40,241 | $29,660+35.7% | $56,411-28.7% | $80,856-50.2% |
| Participation rate | 32.0% | 41.6%-9.6pp | 52.5%-20.5pp | 67.6%-35.6pp |
| Annual return | 9.27% | 35.23%-26.0pp | 1701.33%-1692.1pp | 35.59%-26.3pp |
| Employer contribution / active EE | $251 | $669-62.5% | $1,039-75.9% | $2,755-90.9% |
| Participant deferral / active EE | $557 | $1,226-54.6% | $1,952-71.5% | $4,296-87.0% |
| Admin fee / account holder | $1,046 | $2,428-56.9% | $2,829-63.0% | $6,918-84.9% |