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 | $56,528 | $39,019+44.9% | $80,716-30.0% | $85,850-34.2% |
| Participation rate | 57.4% | 41.5%+15.9pp | 54.2%+3.2pp | 69.3%-11.9pp |
| Annual return | 9.11% | 26.27%-17.2pp | 87.28%-78.2pp | 318.53%-309.4pp |
| Employer contribution / active EE | $1,573 | $722+117.9% | $1,160+35.6% | $2,565-38.7% |
| Participant deferral / active EE | $2,919 | $1,326+120.2% | $2,146+36.0% | $3,952-26.1% |
| Admin fee / account holder | $41,881 | $2,431+1622.9% | $3,380+1139.2% | $6,260+569.0% |