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 | $96,068 | $58,208+65.0% | $81,812+17.4% | $80,856+18.8% |
| Participation rate | 56.0% | 63.4%-7.4pp | 72.3%-16.3pp | 67.6%-11.6pp |
| Annual return | 8.74% | 41.66%-32.9pp | 773.79%-765.1pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,633 | $2,340-30.2% | $2,912-43.9% | $2,755-40.7% |
| Participant deferral / active EE | $3,055 | $3,281-6.9% | $4,319-29.3% | $4,296-28.9% |
| Admin fee / account holder | $2,636 | $4,981-47.1% | $7,386-64.3% | $6,918-61.9% |