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 | $30,167 | $29,319+2.9% | $52,425-42.5% | $82,448-63.4% |
| Participation rate | 31.7% | 46.9%-15.2pp | 55.6%-24.0pp | 68.1%-36.4pp |
| Annual return | 12.48% | 535.20%-522.7pp | 302.12%-289.6pp | 41.64%-29.2pp |
| Employer contribution / active EE | $0 | $586-100.0% | $914-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,647 | $1,171+40.6% | $1,790-8.0% | $4,139-60.2% |
| Admin fee / account holder | $1,150 | $1,962-41.4% | $2,495-53.9% | $7,234-84.1% |