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 | $94,869 | $80,812+17.4% | $160,784-41.0% | $82,448+15.1% |
| Participation rate | 60.0% | 66.2%-6.2pp | 77.0%-17.0pp | 68.1%-8.1pp |
| Annual return | 12.30% | 100.59%-88.3pp | 1803.92%-1791.6pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,374 | $2,174+9.2% | $3,733-36.4% | $2,551-7.0% |
| Participant deferral / active EE | $7,372 | $4,335+70.0% | $6,293+17.1% | $4,139+78.1% |
| Admin fee / account holder | $3,956 | $7,695-48.6% | $9,717-59.3% | $7,234-45.3% |