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 | $174,235 | $53,516+225.6% | $126,539+37.7% | $84,808+105.4% |
| Participation rate | 46.3% | 58.2%-11.9pp | 69.8%-23.5pp | 68.3%-22.0pp |
| Annual return | 11.42% | 58.34%-46.9pp | 425.95%-414.5pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,314 | $1,535-14.4% | $3,674-64.2% | $2,631-50.0% |
| Participant deferral / active EE | $3,328 | $2,671+24.6% | $4,083-18.5% | $4,212-21.0% |
| Admin fee / account holder | $49,891 | $4,497+1009.5% | $6,065+722.7% | $7,344+579.4% |