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 | $29,051+103.8% | $52,425+12.9% | $67,986-12.9% |
| Participation rate | 30.7% | 30.4%+0.2pp | 55.6%-25.0pp | 57.2%-26.5pp |
| Annual return | 12.31% | 24.00%-11.7pp | 302.12%-289.8pp | 31.67%-19.4pp |
| Employer contribution / active EE | $822 | $412+99.6% | $914-10.1% | $2,019-59.3% |
| Participant deferral / active EE | $1,596 | $873+82.8% | $1,790-10.9% | $3,358-52.5% |
| Admin fee / account holder | $9,979 | $2,113+372.3% | $2,495+300.0% | $3,203+211.5% |