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 | $70,897 | $53,516+32.5% | $126,539-44.0% | $84,808-16.4% |
| Participation rate | 44.7% | 58.2%-13.5pp | 69.8%-25.1pp | 68.3%-23.6pp |
| Annual return | 10.37% | 58.34%-48.0pp | 425.95%-415.6pp | 40.90%-30.5pp |
| Employer contribution / active EE | $819 | $1,535-46.6% | $3,674-77.7% | $2,631-68.9% |
| Participant deferral / active EE | $1,941 | $2,671-27.3% | $4,083-52.5% | $4,212-53.9% |
| Admin fee / account holder | $2,411 | $4,497-46.4% | $6,065-60.2% | $7,344-67.2% |