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 | $73,582 | $64,324+14.4% | $118,925-38.1% | $79,858-7.9% |
| Participation rate | 50.8% | 64.9%-14.0pp | 75.4%-24.6pp | 69.6%-18.8pp |
| Annual return | 7.50% | 86.45%-78.9pp | 35.88%-28.4pp | 31.71%-24.2pp |
| Employer contribution / active EE | $1,497 | $1,836-18.5% | $3,263-54.1% | $2,471-39.4% |
| Participant deferral / active EE | $2,917 | $2,824+3.3% | $4,265-31.6% | $3,740-22.0% |
| Admin fee / account holder | $751 | $4,040-81.4% | $6,581-88.6% | $5,306-85.8% |