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 | $29,012 | $49,922-41.9% | $80,569-64.0% | $75,163-61.4% |
| Participation rate | 62.9% | 55.3%+7.6pp | 67.0%-4.1pp | 67.2%-4.3pp |
| Annual return | 12.33% | 34.69%-22.4pp | 935.43%-923.1pp | 160.62%-148.3pp |
| Employer contribution / active EE | $2,199 | $1,698+29.5% | $2,723-19.3% | $2,670-17.7% |
| Participant deferral / active EE | $3,698 | $2,990+23.7% | $4,447-16.8% | $4,125-10.3% |
| Admin fee / account holder | $4,463 | $3,577+24.8% | $5,377-17.0% | $5,651-21.0% |