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 | $106,760 | $48,795+118.8% | $65,493+63.0% | $84,808+25.9% |
| Participation rate | 48.6% | 67.0%-18.3pp | 73.1%-24.4pp | 68.3%-19.7pp |
| Annual return | 6.50% | 20.20%-13.7pp | 982.45%-975.9pp | 40.90%-34.4pp |
| Employer contribution / active EE | $1,251 | $1,930-35.2% | $2,574-51.4% | $2,631-52.4% |
| Participant deferral / active EE | $1,225 | $2,928-58.2% | $3,961-69.1% | $4,212-70.9% |
| Admin fee / account holder | $330 | $3,877-91.5% | $5,028-93.4% | $7,344-95.5% |