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 | $56,095 | $29,660+89.1% | $56,411-0.6% | $80,856-30.6% |
| Participation rate | 35.3% | 41.6%-6.4pp | 52.5%-17.2pp | 67.6%-32.3pp |
| Annual return | 10.59% | 35.23%-24.6pp | 1701.33%-1690.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $173 | $669-74.1% | $1,039-83.3% | $2,755-93.7% |
| Participant deferral / active EE | $479 | $1,226-60.9% | $1,952-75.4% | $4,296-88.8% |
| Admin fee / account holder | $1,815 | $2,428-25.2% | $2,829-35.8% | $6,918-73.8% |