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 | $38,232 | $58,694-34.9% | $142,863-73.2% | $85,850-55.5% |
| Participation rate | 62.5% | 58.5%+4.0pp | 71.9%-9.4pp | 69.3%-6.8pp |
| Annual return | 11.76% | 27.72%-16.0pp | 5637.54%-5625.8pp | 318.53%-306.8pp |
| Employer contribution / active EE | $732 | $1,423-48.5% | $4,144-82.3% | $2,565-71.4% |
| Participant deferral / active EE | $1,599 | $2,607-38.7% | $3,837-58.3% | $3,952-59.5% |
| Admin fee / account holder | $2,006 | $4,239-52.7% | $6,560-69.4% | $6,260-68.0% |