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 | $67,278 | $20,316+231.2% | $66,042+1.9% | $74,304-9.5% |
| Participation rate | 50.5% | 62.8%-12.3pp | 67.5%-17.0pp | 60.3%-9.9pp |
| Annual return | 12.63% | 28.10%-15.5pp | 52.11%-39.5pp | 29.43%-16.8pp |
| Employer contribution / active EE | $451 | $745-39.4% | $1,579-71.4% | $2,241-79.9% |
| Participant deferral / active EE | $2,974 | $1,615+84.1% | $2,835+4.9% | $3,767-21.1% |
| Admin fee / account holder | $5,119 | $1,668+206.8% | $5,747-10.9% | $2,969+72.4% |