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 | $78,566 | $66,402+18.3% | $109,895-28.5% | $85,850-8.5% |
| Participation rate | 65.0% | 63.9%+1.1pp | 74.2%-9.2pp | 69.3%-4.3pp |
| Annual return | 8.04% | 19.59%-11.6pp | 29.45%-21.4pp | 318.53%-310.5pp |
| Employer contribution / active EE | $598 | $1,687-64.6% | $2,842-79.0% | $2,565-76.7% |
| Participant deferral / active EE | $4,597 | $2,842+61.7% | $4,048+13.6% | $3,952+16.3% |
| Admin fee / account holder | $17,548 | $4,557+285.0% | $6,066+189.3% | $6,260+180.3% |