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 | $60,831 | $53,516+13.7% | $126,539-51.9% | $84,808-28.3% |
| Participation rate | 55.4% | 58.2%-2.8pp | 69.8%-14.4pp | 68.3%-12.9pp |
| Annual return | 11.85% | 58.34%-46.5pp | 425.95%-414.1pp | 40.90%-29.0pp |
| Employer contribution / active EE | $959 | $1,535-37.5% | $3,674-73.9% | $2,631-63.6% |
| Participant deferral / active EE | $2,536 | $2,671-5.1% | $4,083-37.9% | $4,212-39.8% |
| Admin fee / account holder | $840 | $4,497-81.3% | $6,065-86.2% | $7,344-88.6% |