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 | $53,831 | $88,672-39.3% | $105,223-48.8% | $82,448-34.7% |
| Participation rate | 51.7% | 67.9%-16.2pp | 75.0%-23.3pp | 68.1%-16.3pp |
| Annual return | 9.23% | 30.86%-21.6pp | 180.65%-171.4pp | 41.64%-32.4pp |
| Employer contribution / active EE | $1,320 | $3,048-56.7% | $3,689-64.2% | $2,551-48.3% |
| Participant deferral / active EE | $2,712 | $4,036-32.8% | $5,072-46.5% | $4,139-34.5% |
| Admin fee / account holder | $550 | $7,146-92.3% | $8,859-93.8% | $7,234-92.4% |