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 | $118,520 | $58,208+103.6% | $81,812+44.9% | $80,856+46.6% |
| Participation rate | 42.7% | 63.4%-20.7pp | 72.3%-29.7pp | 67.6%-25.0pp |
| Annual return | 10.14% | 41.66%-31.5pp | 773.79%-763.6pp | 35.59%-25.5pp |
| Employer contribution / active EE | $1,653 | $2,340-29.4% | $2,912-43.2% | $2,755-40.0% |
| Participant deferral / active EE | $5,109 | $3,281+55.7% | $4,319+18.3% | $4,296+18.9% |
| Admin fee / account holder | $2,931 | $4,981-41.2% | $7,386-60.3% | $6,918-57.6% |