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 | $53,516+185.2% | $126,539+20.6% | $84,808+80.0% |
| Participation rate | 33.3% | 58.2%-24.9pp | 69.8%-36.5pp | 68.3%-35.0pp |
| Annual return | 11.91% | 58.34%-46.4pp | 425.95%-414.0pp | 40.90%-29.0pp |
| Employer contribution / active EE | $880 | $1,535-42.6% | $3,674-76.0% | $2,631-66.5% |
| Participant deferral / active EE | $3,406 | $2,671+27.5% | $4,083-16.6% | $4,212-19.1% |
| Admin fee / account holder | $20,205 | $4,497+349.4% | $6,065+233.2% | $7,344+175.1% |