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 | $108,176 | $63,346+70.8% | $92,233+17.3% | $70,131+54.2% |
| Participation rate | 52.8% | 68.7%-15.9pp | 76.5%-23.7pp | 69.5%-16.8pp |
| Annual return | 11.43% | 530.12%-518.7pp | 176.28%-164.9pp | 73.14%-61.7pp |
| Employer contribution / active EE | $786 | $2,471-68.2% | $3,679-78.6% | $2,342-66.4% |
| Participant deferral / active EE | $3,045 | $2,854+6.7% | $3,897-21.9% | $3,332-8.6% |
| Admin fee / account holder | $1,600 | $3,840-58.3% | $5,194-69.2% | $4,645-65.6% |