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 | $29,319+145.4% | $52,425+37.2% | $82,448-12.7% |
| Participation rate | 43.2% | 46.9%-3.7pp | 55.6%-12.4pp | 68.1%-24.9pp |
| Annual return | 12.45% | 535.20%-522.8pp | 302.12%-289.7pp | 41.64%-29.2pp |
| Employer contribution / active EE | $923 | $586+57.3% | $914+0.9% | $2,551-63.8% |
| Participant deferral / active EE | $3,138 | $1,171+167.9% | $1,790+75.3% | $4,139-24.2% |
| Admin fee / account holder | $3,602 | $1,962+83.6% | $2,495+44.4% | $7,234-50.2% |