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 | $83,428 | $48,795+71.0% | $65,493+27.4% | $84,808-1.6% |
| Participation rate | 45.1% | 67.0%-21.9pp | 73.1%-28.0pp | 68.3%-23.2pp |
| Annual return | 7.68% | 20.20%-12.5pp | 982.45%-974.8pp | 40.90%-33.2pp |
| Employer contribution / active EE | $7,774 | $1,930+302.9% | $2,574+202.0% | $2,631+195.5% |
| Participant deferral / active EE | $981 | $2,928-66.5% | $3,961-75.2% | $4,212-76.7% |
| Admin fee / account holder | $1,173 | $3,877-69.7% | $5,028-76.7% | $7,344-84.0% |