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 | $30,400+91.5% | $53,898+8.0% | $84,808-31.4% |
| Participation rate | 28.2% | 46.4%-18.2pp | 55.0%-26.8pp | 68.3%-40.1pp |
| Annual return | 11.38% | 500.19%-488.8pp | 528.60%-517.2pp | 40.90%-29.5pp |
| Employer contribution / active EE | $1,654 | $603+174.5% | $932+77.5% | $2,631-37.1% |
| Participant deferral / active EE | $2,956 | $1,199+146.6% | $1,826+61.8% | $4,212-29.8% |
| Admin fee / account holder | $948 | $1,993-52.4% | $2,491-61.9% | $7,344-87.1% |