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 | $52,039 | $27,915+86.4% | $58,482-11.0% | $75,163-30.8% |
| Participation rate | 63.0% | 38.8%+24.1pp | 50.9%+12.1pp | 67.2%-4.2pp |
| Annual return | 7.61% | 44.20%-36.6pp | 4239.32%-4231.7pp | 160.62%-153.0pp |
| Employer contribution / active EE | $1,295 | $669+93.5% | $1,053+22.9% | $2,670-51.5% |
| Participant deferral / active EE | $1,964 | $1,201+63.5% | $1,924+2.1% | $4,125-52.4% |
| Admin fee / account holder | $710 | $1,726-58.8% | $2,516-71.8% | $5,651-87.4% |