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 | $59,433 | $27,915+112.9% | $58,482+1.6% | $75,163-20.9% |
| Participation rate | 46.8% | 38.8%+8.0pp | 50.9%-4.0pp | 67.2%-20.4pp |
| Annual return | 13.61% | 44.20%-30.6pp | 4239.32%-4225.7pp | 160.62%-147.0pp |
| Employer contribution / active EE | $466 | $669-30.4% | $1,053-55.8% | $2,670-82.6% |
| Participant deferral / active EE | $1,889 | $1,201+57.2% | $1,924-1.8% | $4,125-54.2% |
| Admin fee / account holder | $799 | $1,726-53.7% | $2,516-68.3% | $5,651-85.9% |