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 | $92,626 | $49,922+85.5% | $80,569+15.0% | $75,163+23.2% |
| Participation rate | 54.3% | 55.3%-1.0pp | 67.0%-12.6pp | 67.2%-12.8pp |
| Annual return | 13.46% | 34.69%-21.2pp | 935.43%-922.0pp | 160.62%-147.2pp |
| Employer contribution / active EE | $505 | $1,698-70.2% | $2,723-81.4% | $2,670-81.1% |
| Participant deferral / active EE | $4,914 | $2,990+64.3% | $4,447+10.5% | $4,125+19.1% |
| Admin fee / account holder | $7,039 | $3,577+96.8% | $5,377+30.9% | $5,651+24.6% |