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 | $70,018 | $85,202-17.8% | $172,739-59.5% | $72,985-4.1% |
| Participation rate | 52.8% | 70.1%-17.2pp | 82.6%-29.8pp | 69.5%-16.7pp |
| Annual return | 10.08% | 27.32%-17.2pp | 802.84%-792.8pp | 81.00%-70.9pp |
| Employer contribution / active EE | $1,604 | $3,324-51.8% | $5,143-68.8% | $2,440-34.3% |
| Participant deferral / active EE | $2,693 | $3,260-17.4% | $5,198-48.2% | $3,607-25.3% |
| Admin fee / account holder | $609 | $5,884-89.7% | $13,954-95.6% | $5,124-88.1% |