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 | $25,342 | $34,308-26.1% | $74,701-66.1% | $72,985-65.3% |
| Participation rate | 50.9% | 42.4%+8.5pp | 54.5%-3.6pp | 69.5%-18.6pp |
| Annual return | 17.38% | 26.58%-9.2pp | 752.92%-735.5pp | 81.00%-63.6pp |
| Employer contribution / active EE | $917 | $692+32.6% | $1,084-15.4% | $2,440-62.4% |
| Participant deferral / active EE | $2,045 | $1,271+60.9% | $1,964+4.2% | $3,607-43.3% |
| Admin fee / account holder | $2,077 | $2,124-2.2% | $3,333-37.7% | $5,124-59.5% |