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 | $59,211 | $31,310+89.1% | $53,898+9.9% | $74,304-20.3% |
| Participation rate | 30.7% | 30.7%0pp | 55.0%-24.3pp | 60.3%-29.7pp |
| Annual return | 12.31% | 23.16%-10.8pp | 528.60%-516.3pp | 29.43%-17.1pp |
| Employer contribution / active EE | $822 | $450+82.7% | $932-11.8% | $2,241-63.3% |
| Participant deferral / active EE | $1,596 | $934+70.8% | $1,826-12.6% | $3,767-57.6% |
| Admin fee / account holder | $9,979 | $2,175+358.7% | $2,491+300.6% | $2,969+236.1% |