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 | $49,755 | $29,319+69.7% | $52,425-5.1% | $82,448-39.7% |
| Participation rate | 40.5% | 46.9%-6.3pp | 55.6%-15.1pp | 68.1%-27.5pp |
| Annual return | 10.63% | 535.20%-524.6pp | 302.12%-291.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $1,051 | $586+79.3% | $914+15.0% | $2,551-58.8% |
| Participant deferral / active EE | $2,235 | $1,171+90.8% | $1,790+24.8% | $4,139-46.0% |
| Admin fee / account holder | $6,133 | $1,962+212.6% | $2,495+145.8% | $7,234-15.2% |