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 | $49,677 | $34,934+42.2% | $56,411-11.9% | $74,495-33.3% |
| Participation rate | 38.6% | 32.8%+5.8pp | 52.5%-13.9pp | 67.2%-28.6pp |
| Annual return | 10.65% | 25.94%-15.3pp | 1701.33%-1690.7pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $860 | $609+41.2% | $1,039-17.2% | $2,623-67.2% |
| Participant deferral / active EE | $2,006 | $1,170+71.4% | $1,952+2.8% | $4,346-53.8% |
| Admin fee / account holder | $5,900 | $2,364+149.6% | $2,829+108.6% | $1,942+203.9% |