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 | $37,680 | $55,415-32.0% | $155,509-75.8% | $74,495-49.4% |
| Participation rate | 25.7% | 61.9%-36.2pp | 78.2%-52.4pp | 67.2%-41.5pp |
| Annual return | 10.13% | 268.50%-258.4pp | 64.67%-54.5pp | 1364.94%-1354.8pp |
| Employer contribution / active EE | $532 | $2,267-76.5% | $4,672-88.6% | $2,623-79.7% |
| Participant deferral / active EE | $2,251 | $2,836-20.6% | $5,626-60.0% | $4,346-48.2% |
| Admin fee / account holder | $9,621 | $1,738+453.5% | $15,912-39.5% | $1,942+395.5% |