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 | $84,352 | $30,400+177.5% | $53,898+56.5% | $84,808-0.5% |
| Participation rate | 42.9% | 46.4%-3.6pp | 55.0%-12.1pp | 68.3%-25.5pp |
| Annual return | 14.32% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $393 | $603-34.9% | $932-57.9% | $2,631-85.1% |
| Participant deferral / active EE | $1,970 | $1,199+64.4% | $1,826+7.9% | $4,212-53.2% |
| Admin fee / account holder | $1,731 | $1,993-13.1% | $2,491-30.5% | $7,344-76.4% |