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 | $29,051+157.4% | $52,425+42.6% | $67,986+10.0% |
| Participation rate | 45.5% | 30.4%+15.0pp | 55.6%-10.2pp | 57.2%-11.8pp |
| Annual return | 11.37% | 24.00%-12.6pp | 302.12%-290.7pp | 31.67%-20.3pp |
| Employer contribution / active EE | $184 | $412-55.4% | $914-79.9% | $2,019-90.9% |
| Participant deferral / active EE | $2,318 | $873+165.5% | $1,790+29.5% | $3,358-31.0% |
| Admin fee / account holder | $12,554 | $2,113+494.3% | $2,495+403.2% | $3,203+291.9% |