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 | $62,159 | $29,660+109.6% | $56,411+10.2% | $80,856-23.1% |
| Participation rate | 48.6% | 41.6%+6.9pp | 52.5%-3.9pp | 67.6%-19.1pp |
| Annual return | 6.79% | 35.23%-28.4pp | 1701.33%-1694.5pp | 35.59%-28.8pp |
| Employer contribution / active EE | $775 | $669+15.8% | $1,039-25.4% | $2,755-71.9% |
| Participant deferral / active EE | $2,210 | $1,226+80.3% | $1,952+13.2% | $4,296-48.6% |
| Admin fee / account holder | $29,894 | $2,428+1131.5% | $2,829+956.8% | $6,918+332.1% |