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 | $53,302 | $34,308+55.4% | $74,701-28.6% | $72,985-27.0% |
| Participation rate | 67.6% | 42.4%+25.2pp | 54.5%+13.1pp | 69.5%-1.9pp |
| Annual return | 5.92% | 26.58%-20.7pp | 752.92%-747.0pp | 81.00%-75.1pp |
| Employer contribution / active EE | $1,072 | $692+55.0% | $1,084-1.1% | $2,440-56.1% |
| Participant deferral / active EE | $4,288 | $1,271+237.3% | $1,964+118.4% | $3,607+18.9% |
| Admin fee / account holder | $6,567 | $2,124+209.2% | $3,333+97.0% | $5,124+28.2% |