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 | $78,998 | $49,915+58.3% | $154,803-49.0% | $74,304+6.3% |
| Participation rate | 47.6% | 54.0%-6.3pp | 78.1%-30.5pp | 60.3%-12.7pp |
| Annual return | 11.96% | 34.06%-22.1pp | 58.88%-46.9pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,419 | $1,611-11.9% | $4,305-67.0% | $2,241-36.7% |
| Participant deferral / active EE | $1,918 | $2,255-14.9% | $5,540-65.4% | $3,767-49.1% |
| Admin fee / account holder | $21,756 | $2,189+893.9% | $14,329+51.8% | $2,969+632.8% |