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 | $96,667 | $78,705+22.8% | $117,854-18.0% | $70,131+37.8% |
| Participation rate | 51.6% | 73.2%-21.6pp | 79.7%-28.0pp | 69.5%-17.9pp |
| Annual return | 10.47% | 23.30%-12.8pp | 335.08%-324.6pp | 73.14%-62.7pp |
| Employer contribution / active EE | $1,027 | $2,223-53.8% | $3,786-72.9% | $2,342-56.2% |
| Participant deferral / active EE | $1,607 | $3,297-51.3% | $4,482-64.1% | $3,332-51.8% |
| Admin fee / account holder | $381 | $5,065-92.5% | $8,020-95.3% | $4,645-91.8% |