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 | $58,201 | $29,319+98.5% | $52,425+11.0% | $82,448-29.4% |
| Participation rate | 28.2% | 46.9%-18.6pp | 55.6%-27.4pp | 68.1%-39.9pp |
| Annual return | 11.38% | 535.20%-523.8pp | 302.12%-290.7pp | 41.64%-30.3pp |
| Employer contribution / active EE | $1,654 | $586+182.1% | $914+80.9% | $2,551-35.2% |
| Participant deferral / active EE | $2,956 | $1,171+152.3% | $1,790+65.1% | $4,139-28.6% |
| Admin fee / account holder | $948 | $1,962-51.7% | $2,495-62.0% | $7,234-86.9% |