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 | $74,774 | $31,310+138.8% | $53,898+38.7% | $74,304+0.6% |
| Participation rate | 45.5% | 30.7%+14.8pp | 55.0%-9.5pp | 60.3%-14.9pp |
| Annual return | 11.37% | 23.16%-11.8pp | 528.60%-517.2pp | 29.43%-18.1pp |
| Employer contribution / active EE | $184 | $450-59.2% | $932-80.3% | $2,241-91.8% |
| Participant deferral / active EE | $2,318 | $934+148.1% | $1,826+26.9% | $3,767-38.5% |
| Admin fee / account holder | $12,554 | $2,175+477.1% | $2,491+404.0% | $2,969+322.9% |