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 | $30,400+112.7% | $53,898+19.9% | $84,808-23.8% |
| Participation rate | 46.8% | 46.4%+0.3pp | 55.0%-8.2pp | 68.3%-21.5pp |
| Annual return | 13.30% | 500.19%-486.9pp | 528.60%-515.3pp | 40.90%-27.6pp |
| Employer contribution / active EE | $844 | $603+40.0% | $932-9.5% | $2,631-67.9% |
| Participant deferral / active EE | $2,817 | $1,199+135.0% | $1,826+54.3% | $4,212-33.1% |
| Admin fee / account holder | $2,659 | $1,993+33.4% | $2,491+6.7% | $7,344-63.8% |