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 | $40,892 | $58,512-30.1% | $84,015-51.3% | $72,985-44.0% |
| Participation rate | 44.2% | 61.2%-17.0pp | 69.0%-24.8pp | 69.5%-25.3pp |
| Annual return | 8.05% | 28.93%-20.9pp | 71.31%-63.3pp | 81.00%-73.0pp |
| Employer contribution / active EE | $769 | $1,163-33.9% | $1,983-61.2% | $2,440-68.5% |
| Participant deferral / active EE | $1,790 | $2,394-25.2% | $3,239-44.7% | $3,607-50.4% |
| Admin fee / account holder | $435 | $4,569-90.5% | $6,101-92.9% | $5,124-91.5% |