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 | $47,924 | $60,124-20.3% | $90,404-47.0% | $79,858-40.0% |
| Participation rate | 67.3% | 65.0%+2.4pp | 72.7%-5.3pp | 69.6%-2.3pp |
| Annual return | 10.21% | 71.94%-61.7pp | 1293.02%-1282.8pp | 31.71%-21.5pp |
| Employer contribution / active EE | $914 | $2,068-55.8% | $3,262-72.0% | $2,471-63.0% |
| Participant deferral / active EE | $2,212 | $2,938-24.7% | $3,963-44.2% | $3,740-40.9% |
| Admin fee / account holder | $522 | $3,976-86.9% | $5,611-90.7% | $5,306-90.2% |