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 5-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 | $64,649 | $29,319+120.5% | $52,425+23.3% | $82,448-21.6% |
| Participation rate | 46.8% | 46.9%-0.1pp | 55.6%-8.8pp | 68.1%-21.3pp |
| Annual return | 13.30% | 535.20%-521.9pp | 302.12%-288.8pp | 41.64%-28.3pp |
| Employer contribution / active EE | $844 | $586+43.9% | $914-7.7% | $2,551-66.9% |
| Participant deferral / active EE | $2,817 | $1,171+140.5% | $1,790+57.3% | $4,139-31.9% |
| Admin fee / account holder | $2,659 | $1,962+35.5% | $2,495+6.6% | $7,234-63.3% |