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 | $71,949 | $30,400+136.7% | $53,898+33.5% | $84,808-15.2% |
| Participation rate | 43.2% | 46.4%-3.3pp | 55.0%-11.8pp | 68.3%-25.1pp |
| Annual return | 12.45% | 500.19%-487.7pp | 528.60%-516.2pp | 40.90%-28.4pp |
| Employer contribution / active EE | $923 | $603+53.1% | $932-1.0% | $2,631-64.9% |
| Participant deferral / active EE | $3,138 | $1,199+161.8% | $1,826+71.8% | $4,212-25.5% |
| Admin fee / account holder | $3,602 | $1,993+80.7% | $2,491+44.6% | $7,344-51.0% |