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 | $109,072 | $34,308+217.9% | $74,701+46.0% | $72,985+49.4% |
| Participation rate | 32.4% | 42.4%-10.0pp | 54.5%-22.1pp | 69.5%-37.1pp |
| Annual return | 6.30% | 26.58%-20.3pp | 752.92%-746.6pp | 81.00%-74.7pp |
| Employer contribution / active EE | $795 | $692+14.9% | $1,084-26.7% | $2,440-67.4% |
| Participant deferral / active EE | $2,892 | $1,271+127.5% | $1,964+47.3% | $3,607-19.8% |
| Admin fee / account holder | $6,663 | $2,124+213.7% | $3,333+99.9% | $5,124+30.0% |