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 | $38,707 | $65,041-40.5% | $90,951-57.4% | $79,858-51.5% |
| Participation rate | 59.0% | 61.6%-2.6pp | 69.0%-10.0pp | 69.6%-10.7pp |
| Annual return | 7.55% | 30.45%-22.9pp | 134.60%-127.0pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,974 | $1,247+58.3% | $2,122-7.0% | $2,471-20.1% |
| Participant deferral / active EE | $4,041 | $2,512+60.9% | $3,373+19.8% | $3,740+8.1% |
| Admin fee / account holder | $1,186 | $4,536-73.9% | $5,959-80.1% | $5,306-77.7% |