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 | $41,086 | $70,428-41.7% | $96,562-57.5% | $85,850-52.1% |
| Participation rate | 64.2% | 61.8%+2.4pp | 69.8%-5.6pp | 69.3%-5.1pp |
| Annual return | 8.39% | 18.59%-10.2pp | 37.78%-29.4pp | 318.53%-310.1pp |
| Employer contribution / active EE | $688 | $1,413-51.3% | $2,356-70.8% | $2,565-73.2% |
| Participant deferral / active EE | $2,178 | $2,894-24.7% | $3,849-43.4% | $3,952-44.9% |
| Admin fee / account holder | $333 | $4,997-93.3% | $6,181-94.6% | $6,260-94.7% |