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 | $109,029 | $51,638+111.1% | $68,368+59.5% | $82,448+32.2% |
| Participation rate | 44.0% | 63.6%-19.6pp | 73.8%-29.8pp | 68.1%-24.1pp |
| Annual return | 12.73% | 37.53%-24.8pp | 292.57%-279.8pp | 41.64%-28.9pp |
| Employer contribution / active EE | $1,110 | $2,047-45.7% | $2,649-58.1% | $2,551-56.5% |
| Participant deferral / active EE | $1,470 | $2,914-49.5% | $4,123-64.3% | $4,139-64.5% |
| Admin fee / account holder | $11,912 | $4,643+156.5% | $5,150+131.3% | $7,234+64.7% |