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 | $29,276 | $27,915+4.9% | $58,482-49.9% | $75,163-61.1% |
| Participation rate | 51.5% | 38.8%+12.7pp | 50.9%+0.7pp | 67.2%-15.7pp |
| Annual return | 14.22% | 44.20%-30.0pp | 4239.32%-4225.1pp | 160.62%-146.4pp |
| Employer contribution / active EE | $1,511 | $669+125.8% | $1,053+43.4% | $2,670-43.4% |
| Participant deferral / active EE | $4,781 | $1,201+298.0% | $1,924+148.5% | $4,125+15.9% |
| Admin fee / account holder | $3,563 | $1,726+106.5% | $2,516+41.6% | $5,651-37.0% |