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 | $76,727 | $63,861+20.1% | $104,607-26.7% | $79,858-3.9% |
| Participation rate | 52.9% | 64.9%-12.0pp | 74.1%-21.1pp | 69.6%-16.7pp |
| Annual return | 7.56% | 21.30%-13.7pp | 340.46%-332.9pp | 31.71%-24.2pp |
| Employer contribution / active EE | $711 | $1,588-55.2% | $2,681-73.5% | $2,471-71.2% |
| Participant deferral / active EE | $1,906 | $2,693-29.2% | $3,740-49.0% | $3,740-49.0% |
| Admin fee / account holder | $6,311 | $4,185+50.8% | $6,473-2.5% | $5,306+18.9% |