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 | $139,777 | $63,346+120.7% | $92,233+51.5% | $70,131+99.3% |
| Participation rate | 38.2% | 68.7%-30.4pp | 76.5%-38.2pp | 69.5%-31.3pp |
| Annual return | 11.52% | 530.12%-518.6pp | 176.28%-164.8pp | 73.14%-61.6pp |
| Employer contribution / active EE | $1,248 | $2,471-49.5% | $3,679-66.1% | $2,342-46.7% |
| Participant deferral / active EE | $2,290 | $2,854-19.7% | $3,897-41.2% | $3,332-31.3% |
| Admin fee / account holder | $10,710 | $3,840+178.9% | $5,194+106.2% | $4,645+130.5% |