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 | $40,896 | $61,774-33.8% | $97,226-57.9% | $80,856-49.4% |
| Participation rate | 61.5% | 63.5%-2.0pp | 72.7%-11.1pp | 67.6%-6.1pp |
| Annual return | 10.14% | -557.90%+568.0pp | 75.13%-65.0pp | 35.59%-25.5pp |
| Employer contribution / active EE | $558 | $1,837-69.6% | $2,729-79.5% | $2,755-79.7% |
| Participant deferral / active EE | $1,363 | $3,029-55.0% | $4,264-68.0% | $4,296-68.3% |
| Admin fee / account holder | $5,300 | $5,166+2.6% | $5,654-6.3% | $6,918-23.4% |