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 | $47,859 | $98,240-51.3% | $82,313-41.9% | $147,584-67.6% |
| Participation rate | 66.7% | 79.7%-13.1pp | 76.9%-10.2pp | 82.8%-16.2pp |
| Annual return | -0.02% | 30.85%-30.9pp | 25.88%-25.9pp | 578.55%-578.6pp |
| Employer contribution / active EE | $2,791 | $3,192-12.5% | $2,428+14.9% | $4,876-42.8% |
| Participant deferral / active EE | $2,791 | $4,383-36.3% | $3,706-24.7% | $5,439-48.7% |
| Admin fee / account holder | $1,433 | $8,563-83.3% | $5,608-74.4% | $10,885-86.8% |