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 | $44,036 | $78,485-43.9% | $106,213-58.5% | $74,495-40.9% |
| Participation rate | 65.3% | 72.8%-7.5pp | 75.3%-10.0pp | 67.2%-1.9pp |
| Annual return | 11.12% | 15.95%-4.8pp | 116.14%-105.0pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $822 | $2,523-67.4% | $3,171-74.1% | $2,623-68.7% |
| Participant deferral / active EE | $3,453 | $4,322-20.1% | $5,016-31.2% | $4,346-20.5% |
| Admin fee / account holder | $966 | $2,232-56.7% | $11,033-91.2% | $1,942-50.3% |