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 | $129,836 | $61,156+112.3% | $185,823-30.1% | $79,386+63.5% |
| Participation rate | 18.2% | 66.6%-48.4pp | 81.7%-63.5pp | 70.7%-52.5pp |
| Annual return | 10.14% | 19.45%-9.3pp | 122.05%-111.9pp | 116.85%-106.7pp |
| Employer contribution / active EE | $555 | $2,321-76.1% | $5,167-89.3% | $2,427-77.1% |
| Participant deferral / active EE | $1,126 | $2,789-59.6% | $5,568-79.8% | $4,046-72.2% |
| Admin fee / account holder | $3,025 | $710+326.2% | $16,237-81.4% | $626+382.8% |