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 | $84,467 | $64,839+30.3% | $95,585-11.6% | $84,808-0.4% |
| Participation rate | 50.0% | 63.8%-13.8pp | 72.1%-22.1pp | 68.3%-18.3pp |
| Annual return | 12.53% | -670.96%+683.5pp | 38.56%-26.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $684 | $1,759-61.1% | $2,527-72.9% | $2,631-74.0% |
| Participant deferral / active EE | $897 | $2,965-69.8% | $4,023-77.7% | $4,212-78.7% |
| Admin fee / account holder | $1,080 | $5,964-81.9% | $6,127-82.4% | $7,344-85.3% |