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 | $82,553 | $56,114+47.1% | $96,139-14.1% | $85,850-3.8% |
| Participation rate | 48.7% | 56.7%-8.0pp | 68.4%-19.8pp | 69.3%-20.6pp |
| Annual return | 9.88% | 42.30%-32.4pp | 191.94%-182.1pp | 318.53%-308.7pp |
| Employer contribution / active EE | $2,395 | $1,620+47.9% | $2,797-14.4% | $2,565-6.6% |
| Participant deferral / active EE | $4,867 | $2,859+70.2% | $4,349+11.9% | $3,952+23.2% |
| Admin fee / account holder | $540 | $3,768-85.7% | $5,537-90.3% | $6,260-91.4% |