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 | $46,779 | $62,672-25.4% | $185,117-74.7% | $70,131-33.3% |
| Participation rate | 67.9% | 63.8%+4.1pp | 77.3%-9.4pp | 69.5%-1.7pp |
| Annual return | 7.07% | 40.79%-33.7pp | 40.50%-33.4pp | 73.14%-66.1pp |
| Employer contribution / active EE | $985 | $1,753-43.8% | $4,182-76.4% | $2,342-57.9% |
| Participant deferral / active EE | $3,024 | $3,272-7.6% | $5,045-40.1% | $3,332-9.2% |
| Admin fee / account holder | $4,103 | $3,932+4.4% | $8,159-49.7% | $4,645-11.7% |