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 | $62,062 | $39,019+59.1% | $80,716-23.1% | $85,850-27.7% |
| Participation rate | 54.5% | 41.5%+13.0pp | 54.2%+0.4pp | 69.3%-14.8pp |
| Annual return | 10.71% | 26.27%-15.6pp | 87.28%-76.6pp | 318.53%-307.8pp |
| Employer contribution / active EE | $491 | $722-32.0% | $1,160-57.6% | $2,565-80.8% |
| Participant deferral / active EE | $2,103 | $1,326+58.6% | $2,146-2.0% | $3,952-46.8% |
| Admin fee / account holder | $925 | $2,431-62.0% | $3,380-72.6% | $6,260-85.2% |