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 | $206,867 | $34,308+503.0% | $74,701+176.9% | $72,985+183.4% |
| Participation rate | 44.4% | 42.4%+2.0pp | 54.5%-10.0pp | 69.5%-25.0pp |
| Annual return | 12.89% | 26.58%-13.7pp | 752.92%-740.0pp | 81.00%-68.1pp |
| Employer contribution / active EE | $3,384 | $692+389.3% | $1,084+212.3% | $2,440+38.7% |
| Participant deferral / active EE | $3,219 | $1,271+153.2% | $1,964+64.0% | $3,607-10.8% |
| Admin fee / account holder | $8,570 | $2,124+303.4% | $3,333+157.1% | $5,124+67.2% |