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 | $52,676 | $47,105+11.8% | $68,368-23.0% | $67,986-22.5% |
| Participation rate | 21.9% | 51.8%-29.9pp | 73.8%-51.8pp | 57.2%-35.3pp |
| Annual return | 12.46% | 48.37%-35.9pp | 292.57%-280.1pp | 31.67%-19.2pp |
| Employer contribution / active EE | $719 | $1,859-61.3% | $2,649-72.9% | $2,019-64.4% |
| Participant deferral / active EE | $929 | $2,374-60.9% | $4,123-77.5% | $3,358-72.3% |
| Admin fee / account holder | $1,020 | $2,435-58.1% | $5,150-80.2% | $3,203-68.2% |