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 | $122,343 | $98,750+23.9% | $149,696-18.3% | $79,858+53.2% |
| Participation rate | 36.1% | 75.8%-39.7pp | 82.5%-46.4pp | 69.6%-33.5pp |
| Annual return | 10.74% | 27.43%-16.7pp | 276.60%-265.9pp | 31.71%-21.0pp |
| Employer contribution / active EE | $1,434 | $3,216-55.4% | $4,644-69.1% | $2,471-42.0% |
| Participant deferral / active EE | $2,624 | $5,680-53.8% | $6,842-61.6% | $3,740-29.8% |
| Admin fee / account holder | $1,229 | $6,053-79.7% | $9,309-86.8% | $5,306-76.8% |