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 | $142,151 | $63,346+124.4% | $92,233+54.1% | $70,131+102.7% |
| Participation rate | 60.0% | 68.7%-8.7pp | 76.5%-16.5pp | 69.5%-9.5pp |
| Annual return | 11.09% | 530.12%-519.0pp | 176.28%-165.2pp | 73.14%-62.1pp |
| Employer contribution / active EE | $1,791 | $2,471-27.5% | $3,679-51.3% | $2,342-23.5% |
| Participant deferral / active EE | $4,086 | $2,854+43.2% | $3,897+4.9% | $3,332+22.6% |
| Admin fee / account holder | $13,234 | $3,840+244.6% | $5,194+154.8% | $4,645+184.9% |