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 | $117,723 | $58,879+99.9% | $178,490-34.0% | $73,488+60.2% |
| Participation rate | 16.3% | 66.2%-49.9pp | 81.9%-65.6pp | 70.7%-54.4pp |
| Annual return | 9.20% | 24.86%-15.7pp | 151.07%-141.9pp | 28.51%-19.3pp |
| Employer contribution / active EE | $476 | $2,236-78.7% | $5,011-90.5% | $2,270-79.1% |
| Participant deferral / active EE | $998 | $2,567-61.1% | $5,202-80.8% | $3,740-73.3% |
| Admin fee / account holder | $1,903 | $400+375.3% | $13,984-86.4% | $513+270.9% |