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 | $166,442 | $30,400+447.5% | $53,898+208.8% | $84,808+96.3% |
| Participation rate | 16.3% | 46.4%-30.2pp | 55.0%-38.7pp | 68.3%-52.0pp |
| Annual return | 13.98% | 500.19%-486.2pp | 528.60%-514.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $445 | $603-26.1% | $932-52.2% | $2,631-83.1% |
| Participant deferral / active EE | $1,720 | $1,199+43.5% | $1,826-5.8% | $4,212-59.2% |
| Admin fee / account holder | $1,277 | $1,993-36.0% | $2,491-48.7% | $7,344-82.6% |