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 | $164,283 | $58,208+182.2% | $81,812+100.8% | $80,856+103.2% |
| Participation rate | 46.4% | 63.4%-17.0pp | 72.3%-25.9pp | 67.6%-21.2pp |
| Annual return | 7.59% | 41.66%-34.1pp | 773.79%-766.2pp | 35.59%-28.0pp |
| Employer contribution / active EE | $1,561 | $2,340-33.3% | $2,912-46.4% | $2,755-43.4% |
| Participant deferral / active EE | $2,359 | $3,281-28.1% | $4,319-45.4% | $4,296-45.1% |
| Admin fee / account holder | $33,643 | $4,981+575.4% | $7,386+355.5% | $6,918+386.3% |