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 | $64,031 | $31,310+104.5% | $53,898+18.8% | $74,304-13.8% |
| Participation rate | 20.3% | 30.7%-10.3pp | 55.0%-34.6pp | 60.3%-40.0pp |
| Annual return | 12.81% | 23.16%-10.3pp | 528.60%-515.8pp | 29.43%-16.6pp |
| Employer contribution / active EE | $0 | $450-100.0% | $932-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,005 | $934+7.5% | $1,826-45.0% | $3,767-73.3% |
| Admin fee / account holder | $922 | $2,175-57.6% | $2,491-63.0% | $2,969-68.9% |