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 | $67,104 | $30,400+120.7% | $53,898+24.5% | $84,808-20.9% |
| Participation rate | 17.6% | 46.4%-28.8pp | 55.0%-37.3pp | 68.3%-50.7pp |
| Annual return | 9.43% | 500.19%-490.8pp | 528.60%-519.2pp | 40.90%-31.5pp |
| Employer contribution / active EE | $223 | $603-63.0% | $932-76.1% | $2,631-91.5% |
| Participant deferral / active EE | $898 | $1,199-25.1% | $1,826-50.8% | $4,212-78.7% |
| Admin fee / account holder | $1,901 | $1,993-4.6% | $2,491-23.7% | $7,344-74.1% |