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 | $163,759 | $68,346+139.6% | $94,646+73.0% | $75,163+117.9% |
| Participation rate | 50.0% | 76.1%-26.1pp | 80.8%-30.8pp | 67.2%-17.2pp |
| Annual return | 15.41% | 616.93%-601.5pp | 156.71%-141.3pp | 160.62%-145.2pp |
| Employer contribution / active EE | $1,068 | $2,701-60.5% | $3,672-70.9% | $2,670-60.0% |
| Participant deferral / active EE | $4,373 | $6,537-33.1% | $7,418-41.0% | $4,125+6.0% |
| Admin fee / account holder | $66,940 | $5,326+1156.9% | $7,231+825.8% | $5,651+1084.6% |