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 | $54,667 | $29,319+86.5% | $52,425+4.3% | $82,448-33.7% |
| Participation rate | 59.5% | 46.9%+12.7pp | 55.6%+3.9pp | 68.1%-8.5pp |
| Annual return | 12.90% | 535.20%-522.3pp | 302.12%-289.2pp | 41.64%-28.7pp |
| Employer contribution / active EE | $1,421 | $586+142.4% | $914+55.5% | $2,551-44.3% |
| Participant deferral / active EE | $4,189 | $1,171+257.6% | $1,790+134.0% | $4,139+1.2% |
| Admin fee / account holder | $3,582 | $1,962+82.5% | $2,495+43.6% | $7,234-50.5% |