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 | $95,187 | $41,078+131.7% | $80,569+18.1% | $71,457+33.2% |
| Participation rate | 8.7% | 50.2%-41.5pp | 67.0%-58.3pp | 67.9%-59.2pp |
| Annual return | 14.93% | 38.45%-23.5pp | 935.43%-920.5pp | 28.85%-13.9pp |
| Employer contribution / active EE | $258 | $1,506-82.9% | $2,723-90.5% | $2,588-90.0% |
| Participant deferral / active EE | $691 | $2,699-74.4% | $4,447-84.5% | $4,289-83.9% |
| Admin fee / account holder | $20,693 | $1,840+1024.3% | $5,377+284.8% | $1,587+1203.7% |