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 | $71,849 | $29,319+145.1% | $52,425+37.1% | $82,448-12.9% |
| Participation rate | 17.0% | 46.9%-29.8pp | 55.6%-38.6pp | 68.1%-51.0pp |
| Annual return | 13.79% | 535.20%-521.4pp | 302.12%-288.3pp | 41.64%-27.8pp |
| Employer contribution / active EE | $814 | $586+38.8% | $914-11.0% | $2,551-68.1% |
| Participant deferral / active EE | $1,498 | $1,171+27.9% | $1,790-16.3% | $4,139-63.8% |
| Admin fee / account holder | $13,212 | $1,962+573.4% | $2,495+429.6% | $7,234+82.6% |