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 | $114,855 | $60,022+91.4% | $88,946+29.1% | $84,808+35.4% |
| Participation rate | 51.7% | 57.8%-6.1pp | 68.8%-17.1pp | 68.3%-16.6pp |
| Annual return | 9.01% | 22.43%-13.4pp | 57.82%-48.8pp | 40.90%-31.9pp |
| Employer contribution / active EE | $9,634 | $1,703+465.8% | $2,555+277.1% | $2,631+266.2% |
| Participant deferral / active EE | $7,163 | $3,114+130.0% | $4,581+56.3% | $4,212+70.1% |
| Admin fee / account holder | $140,441 | $4,811+2819.2% | $8,261+1600.1% | $7,344+1812.4% |