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 | $21,862 | $34,308-36.3% | $74,701-70.7% | $72,985-70.0% |
| Participation rate | 66.7% | 42.4%+24.3pp | 54.5%+12.2pp | 69.5%-2.8pp |
| Annual return | 16.50% | 26.58%-10.1pp | 752.92%-736.4pp | 81.00%-64.5pp |
| Employer contribution / active EE | $956 | $692+38.2% | $1,084-11.8% | $2,440-60.8% |
| Participant deferral / active EE | $1,672 | $1,271+31.5% | $1,964-14.9% | $3,607-53.7% |
| Admin fee / account holder | $4,558 | $2,124+114.6% | $3,333+36.7% | $5,124-11.1% |