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 | $103,955 | $30,400+242.0% | $53,898+92.9% | $84,808+22.6% |
| Participation rate | 37.8% | 46.4%-8.7pp | 55.0%-17.2pp | 68.3%-30.5pp |
| Annual return | 12.56% | 500.19%-487.6pp | 528.60%-516.0pp | 40.90%-28.3pp |
| Employer contribution / active EE | $1,040 | $603+72.5% | $932+11.5% | $2,631-60.5% |
| Participant deferral / active EE | $3,810 | $1,199+217.9% | $1,826+108.6% | $4,212-9.5% |
| Admin fee / account holder | $7,100 | $1,993+256.2% | $2,491+185.1% | $7,344-3.3% |