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 | $50,467 | $78,422-35.6% | $95,952-47.4% | $79,858-36.8% |
| Participation rate | 42.9% | 73.5%-30.6pp | 77.1%-34.2pp | 69.6%-26.8pp |
| Annual return | 7.19% | 19.37%-12.2pp | 91.61%-84.4pp | 31.71%-24.5pp |
| Employer contribution / active EE | $964 | $1,945-50.4% | $2,541-62.1% | $2,471-61.0% |
| Participant deferral / active EE | $1,886 | $3,440-45.2% | $4,167-54.7% | $3,740-49.6% |
| Admin fee / account holder | $8,349 | $5,622+48.5% | $6,795+22.9% | $5,306+57.3% |