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 | $51,254 | $65,409-21.6% | $98,442-47.9% | $85,850-40.3% |
| Participation rate | 30.2% | 65.0%-34.8pp | 73.3%-43.2pp | 69.3%-39.2pp |
| Annual return | 10.36% | 21.76%-11.4pp | 1492.73%-1482.4pp | 318.53%-308.2pp |
| Employer contribution / active EE | $556 | $2,168-74.4% | $2,960-81.2% | $2,565-78.3% |
| Participant deferral / active EE | $1,335 | $3,166-57.8% | $4,276-68.8% | $3,952-66.2% |
| Admin fee / account holder | $2,541 | $4,593-44.7% | $5,949-57.3% | $6,260-59.4% |