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 | $104,405 | $100,041+4.4% | $149,718-30.3% | $70,131+48.9% |
| Participation rate | 48.4% | 83.6%-35.2pp | 87.1%-38.6pp | 69.5%-21.1pp |
| Annual return | 7.87% | 27.43%-19.6pp | 1501.63%-1493.8pp | 73.14%-65.3pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $7,490 | $4,983+50.3% | $6,569+14.0% | $3,332+124.8% |
| Admin fee / account holder | $1,831 | $8,286-77.9% | $11,283-83.8% | $4,645-60.6% |