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 | $160,578 | $30,400+428.2% | $53,898+197.9% | $84,808+89.3% |
| Participation rate | 48.4% | 46.4%+1.9pp | 55.0%-6.6pp | 68.3%-19.9pp |
| Annual return | 13.18% | 500.19%-487.0pp | 528.60%-515.4pp | 40.90%-27.7pp |
| Employer contribution / active EE | $1,215 | $603+101.6% | $932+30.4% | $2,631-53.8% |
| Participant deferral / active EE | $4,382 | $1,199+265.6% | $1,826+140.0% | $4,212+4.1% |
| Admin fee / account holder | $5,268 | $1,993+164.3% | $2,491+111.5% | $7,344-28.3% |