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 | $25,994 | $52,353-50.3% | $120,225-78.4% | $82,448-68.5% |
| Participation rate | 62.7% | 58.3%+4.4pp | 69.6%-6.9pp | 68.1%-5.4pp |
| Annual return | 11.37% | 61.85%-50.5pp | 439.23%-427.9pp | 41.64%-30.3pp |
| Employer contribution / active EE | $957 | $1,510-36.6% | $3,475-72.5% | $2,551-62.5% |
| Participant deferral / active EE | $2,110 | $2,627-19.7% | $3,999-47.2% | $4,139-49.0% |
| Admin fee / account holder | $802 | $4,363-81.6% | $5,696-85.9% | $7,234-88.9% |