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 | $91,797 | $65,561+40.0% | $86,188+6.5% | $75,163+22.1% |
| Participation rate | 69.2% | 60.5%+8.7pp | 69.0%+0.3pp | 67.2%+2.0pp |
| Annual return | 8.95% | 46.05%-37.1pp | 1168.45%-1159.5pp | 160.62%-151.7pp |
| Employer contribution / active EE | $718 | $1,553-53.7% | $2,380-69.8% | $2,670-73.1% |
| Participant deferral / active EE | $6,044 | $3,024+99.9% | $3,985+51.6% | $4,125+46.5% |
| Admin fee / account holder | $10,351 | $5,474+89.1% | $6,852+51.1% | $5,651+83.2% |