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 | $91,834 | $47,105+95.0% | $68,368+34.3% | $67,986+35.1% |
| Participation rate | 21.0% | 51.8%-30.8pp | 73.8%-52.7pp | 57.2%-36.2pp |
| Annual return | 12.42% | 48.37%-36.0pp | 292.57%-280.2pp | 31.67%-19.2pp |
| Employer contribution / active EE | $1,136 | $1,859-38.9% | $2,649-57.1% | $2,019-43.7% |
| Participant deferral / active EE | $1,005 | $2,374-57.7% | $4,123-75.6% | $3,358-70.1% |
| Admin fee / account holder | $993 | $2,435-59.2% | $5,150-80.7% | $3,203-69.0% |