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 | $54,182 | $29,319+84.8% | $52,425+3.4% | $82,448-34.3% |
| Participation rate | 46.3% | 46.9%-0.5pp | 55.6%-9.3pp | 68.1%-21.7pp |
| Annual return | 14.41% | 535.20%-520.8pp | 302.12%-287.7pp | 41.64%-27.2pp |
| Employer contribution / active EE | $382 | $586-34.8% | $914-58.2% | $2,551-85.0% |
| Participant deferral / active EE | $2,066 | $1,171+76.4% | $1,790+15.4% | $4,139-50.1% |
| Admin fee / account holder | $861 | $1,962-56.1% | $2,495-65.5% | $7,234-88.1% |