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 | $104,930 | $78,422+33.8% | $95,952+9.4% | $79,858+31.4% |
| Participation rate | 48.8% | 73.5%-24.7pp | 77.1%-28.3pp | 69.6%-20.9pp |
| Annual return | 7.99% | 19.37%-11.4pp | 91.61%-83.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $5,910 | $1,945+203.9% | $2,541+132.6% | $2,471+139.2% |
| Participant deferral / active EE | $3,698 | $3,440+7.5% | $4,167-11.3% | $3,740-1.1% |
| Admin fee / account holder | $1,707 | $5,622-69.6% | $6,795-74.9% | $5,306-67.8% |