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 | $139,952 | $118,849+17.8% | $96,562+44.9% | $167,490-16.4% |
| Participation rate | 38.9% | 75.5%-36.6pp | 69.8%-30.9pp | 82.1%-43.2pp |
| Annual return | 8.20% | 50.49%-42.3pp | 37.78%-29.6pp | 478.56%-470.4pp |
| Employer contribution / active EE | $886 | $3,120-71.6% | $2,356-62.4% | $4,837-81.7% |
| Participant deferral / active EE | $2,296 | $4,616-50.3% | $3,849-40.3% | $6,341-63.8% |
| Admin fee / account holder | $1,359 | $8,065-83.2% | $6,181-78.0% | $12,309-89.0% |