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 | $74,163 | $52,353+41.7% | $120,225-38.3% | $82,448-10.0% |
| Participation rate | 57.4% | 58.3%-0.9pp | 69.6%-12.2pp | 68.1%-10.7pp |
| Annual return | 12.45% | 61.85%-49.4pp | 439.23%-426.8pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,660 | $1,510+76.2% | $3,475-23.5% | $2,551+4.3% |
| Participant deferral / active EE | $4,031 | $2,627+53.4% | $3,999+0.8% | $4,139-2.6% |
| Admin fee / account holder | $2,690 | $4,363-38.3% | $5,696-52.8% | $7,234-62.8% |