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 | $174,824 | $27,915+526.3% | $58,482+198.9% | $75,163+132.6% |
| Participation rate | 55.2% | 38.8%+16.3pp | 50.9%+4.3pp | 67.2%-12.0pp |
| Annual return | 13.33% | 44.20%-30.9pp | 4239.32%-4226.0pp | 160.62%-147.3pp |
| Employer contribution / active EE | $1,282 | $669+91.5% | $1,053+21.7% | $2,670-52.0% |
| Participant deferral / active EE | $4,372 | $1,201+264.0% | $1,924+127.3% | $4,125+6.0% |
| Admin fee / account holder | $17,031 | $1,726+886.9% | $2,516+576.9% | $5,651+201.4% |