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 | $150,255 | $29,319+412.5% | $52,425+186.6% | $82,448+82.2% |
| Participation rate | 11.1% | 46.9%-35.7pp | 55.6%-44.5pp | 68.1%-57.0pp |
| Annual return | 11.53% | 535.20%-523.7pp | 302.12%-290.6pp | 41.64%-30.1pp |
| Employer contribution / active EE | $616 | $586+5.0% | $914-32.6% | $2,551-75.9% |
| Participant deferral / active EE | $1,208 | $1,171+3.1% | $1,790-32.5% | $4,139-70.8% |
| Admin fee / account holder | $3,258 | $1,962+66.0% | $2,495+30.6% | $7,234-55.0% |