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 | $149,563 | $27,915+435.8% | $58,482+155.7% | $75,163+99.0% |
| Participation rate | 19.4% | 38.8%-19.5pp | 50.9%-31.5pp | 67.2%-47.8pp |
| Annual return | 12.81% | 44.20%-31.4pp | 4239.32%-4226.5pp | 160.62%-147.8pp |
| Employer contribution / active EE | $651 | $669-2.7% | $1,053-38.2% | $2,670-75.6% |
| Participant deferral / active EE | $1,346 | $1,201+12.0% | $1,924-30.1% | $4,125-67.4% |
| Admin fee / account holder | $7,573 | $1,726+338.9% | $2,516+201.0% | $5,651+34.0% |