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 | $152,652 | $52,353+191.6% | $120,225+27.0% | $82,448+85.2% |
| Participation rate | 33.3% | 58.3%-25.0pp | 69.6%-36.2pp | 68.1%-34.7pp |
| Annual return | 11.91% | 61.85%-49.9pp | 439.23%-427.3pp | 41.64%-29.7pp |
| Employer contribution / active EE | $880 | $1,510-41.7% | $3,475-74.7% | $2,551-65.5% |
| Participant deferral / active EE | $3,406 | $2,627+29.7% | $3,999-14.8% | $4,139-17.7% |
| Admin fee / account holder | $20,205 | $4,363+363.1% | $5,696+254.7% | $7,234+179.3% |