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 | $247,707 | $24,730+901.6% | $66,042+275.1% | $84,808+192.1% |
| Participation rate | 18.2% | 68.1%-49.9pp | 67.5%-49.3pp | 68.3%-50.1pp |
| Annual return | 11.16% | 79.55%-68.4pp | 52.11%-41.0pp | 40.90%-29.7pp |
| Employer contribution / active EE | $478 | $857-44.2% | $1,579-69.7% | $2,631-81.8% |
| Participant deferral / active EE | $1,630 | $1,737-6.2% | $2,835-42.5% | $4,212-61.3% |
| Admin fee / account holder | $5,013 | $3,014+66.3% | $5,747-12.8% | $7,344-31.7% |