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 | $31,148 | $39,019-20.2% | $80,716-61.4% | $85,850-63.7% |
| Participation rate | 69.7% | 41.5%+28.2pp | 54.2%+15.5pp | 69.3%+0.4pp |
| Annual return | 11.21% | 26.27%-15.1pp | 87.28%-76.1pp | 318.53%-307.3pp |
| Employer contribution / active EE | $1,186 | $722+64.3% | $1,160+2.3% | $2,565-53.7% |
| Participant deferral / active EE | $3,808 | $1,326+187.2% | $2,146+77.5% | $3,952-3.6% |
| Admin fee / account holder | $2,732 | $2,431+12.4% | $3,380-19.2% | $6,260-56.4% |