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 | $133,899 | $34,308+290.3% | $74,701+79.2% | $72,985+83.5% |
| Participation rate | 12.2% | 42.4%-30.2pp | 54.5%-42.2pp | 69.5%-57.3pp |
| Annual return | 16.66% | 26.58%-9.9pp | 752.92%-736.3pp | 81.00%-64.3pp |
| Employer contribution / active EE | $266 | $692-61.6% | $1,084-75.5% | $2,440-89.1% |
| Participant deferral / active EE | $946 | $1,271-25.6% | $1,964-51.8% | $3,607-73.8% |
| Admin fee / account holder | $3,594 | $2,124+69.2% | $3,333+7.8% | $5,124-29.9% |