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 | $49,364 | $47,105+4.8% | $68,368-27.8% | $67,986-27.4% |
| Participation rate | 26.6% | 51.8%-25.2pp | 73.8%-47.2pp | 57.2%-30.6pp |
| Annual return | 2.90% | 48.37%-45.5pp | 292.57%-289.7pp | 31.67%-28.8pp |
| Employer contribution / active EE | $610 | $1,859-67.2% | $2,649-77.0% | $2,019-69.8% |
| Participant deferral / active EE | $990 | $2,374-58.3% | $4,123-76.0% | $3,358-70.5% |
| Admin fee / account holder | $9,523 | $2,435+291.1% | $5,150+84.9% | $3,203+197.3% |