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 | $57,652 | $65,561-12.1% | $86,188-33.1% | $75,163-23.3% |
| Participation rate | 37.7% | 60.5%-22.8pp | 69.0%-31.3pp | 67.2%-29.5pp |
| Annual return | 12.59% | 46.05%-33.5pp | 1168.45%-1155.9pp | 160.62%-148.0pp |
| Employer contribution / active EE | $387 | $1,553-75.1% | $2,380-83.7% | $2,670-85.5% |
| Participant deferral / active EE | $2,239 | $3,024-26.0% | $3,985-43.8% | $4,125-45.7% |
| Admin fee / account holder | $909 | $5,474-83.4% | $6,852-86.7% | $5,651-83.9% |