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 | $51,443 | $105,181-51.1% | $159,436-67.7% | $85,850-40.1% |
| Participation rate | 31.4% | 75.8%-44.3pp | 82.8%-51.4pp | 69.3%-37.9pp |
| Annual return | 10.98% | 45.07%-34.1pp | 263.57%-252.6pp | 318.53%-307.6pp |
| Employer contribution / active EE | $904 | $3,318-72.8% | $4,829-81.3% | $2,565-64.8% |
| Participant deferral / active EE | $4,123 | $5,945-30.6% | $7,352-43.9% | $3,952+4.3% |
| Admin fee / account holder | $12,327 | $6,933+77.8% | $10,799+14.2% | $6,260+96.9% |