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 | $47,210 | $27,915+69.1% | $58,482-19.3% | $75,163-37.2% |
| Participation rate | 44.8% | 38.8%+6.0pp | 50.9%-6.0pp | 67.2%-22.4pp |
| Annual return | 12.30% | 44.20%-31.9pp | 4239.32%-4227.0pp | 160.62%-148.3pp |
| Employer contribution / active EE | $875 | $669+30.7% | $1,053-17.0% | $2,670-67.2% |
| Participant deferral / active EE | $1,929 | $1,201+60.6% | $1,924+0.3% | $4,125-53.2% |
| Admin fee / account holder | $836 | $1,726-51.6% | $2,516-66.8% | $5,651-85.2% |