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 | $85,681 | $51,638+65.9% | $68,368+25.3% | $82,448+3.9% |
| Participation rate | 27.0% | 63.6%-36.6pp | 73.8%-46.7pp | 68.1%-41.0pp |
| Annual return | 13.25% | 37.53%-24.3pp | 292.57%-279.3pp | 41.64%-28.4pp |
| Employer contribution / active EE | $266 | $2,047-87.0% | $2,649-90.0% | $2,551-89.6% |
| Participant deferral / active EE | $2,502 | $2,914-14.1% | $4,123-39.3% | $4,139-39.5% |
| Admin fee / account holder | $9,344 | $4,643+101.2% | $5,150+81.4% | $7,234+29.2% |