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 | $63,563 | $48,230+31.8% | $67,502-5.8% | $80,856-21.4% |
| Participation rate | 51.6% | 66.4%-14.8pp | 72.9%-21.3pp | 67.6%-16.0pp |
| Annual return | 7.62% | 18.28%-10.7pp | 3512.12%-3504.5pp | 35.59%-28.0pp |
| Employer contribution / active EE | $459 | $2,020-77.3% | $2,731-83.2% | $2,755-83.4% |
| Participant deferral / active EE | $4,150 | $2,924+41.9% | $4,000+3.7% | $4,296-3.4% |
| Admin fee / account holder | $5,563 | $3,681+51.1% | $3,998+39.2% | $6,918-19.6% |