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 | $174,721 | $72,400+141.3% | $67,502+158.8% | $145,922+19.7% |
| Participation rate | 41.7% | 76.9%-35.2pp | 72.9%-31.2pp | 80.3%-38.6pp |
| Annual return | 9.15% | 7182.46%-7173.3pp | 3512.12%-3503.0pp | 561.29%-552.1pp |
| Employer contribution / active EE | $1,486 | $3,069-51.6% | $2,731-45.6% | $4,660-68.1% |
| Participant deferral / active EE | $1,730 | $4,783-63.8% | $4,000-56.7% | $6,688-74.1% |
| Admin fee / account holder | $12,129 | $5,539+119.0% | $3,998+203.4% | $13,397-9.5% |