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 | $67,721 | $48,046+40.9% | $84,611-20.0% | $72,985-7.2% |
| Participation rate | 27.9% | 57.6%-29.7pp | 68.2%-40.4pp | 69.5%-41.6pp |
| Annual return | 12.20% | 37.38%-25.2pp | 258.74%-246.5pp | 81.00%-68.8pp |
| Employer contribution / active EE | $653 | $1,602-59.2% | $2,652-75.4% | $2,440-73.2% |
| Participant deferral / active EE | $1,370 | $2,680-48.9% | $3,899-64.9% | $3,607-62.0% |
| Admin fee / account holder | $2,003 | $3,395-41.0% | $4,912-59.2% | $5,124-60.9% |