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 | $77,638 | $60,124+29.1% | $90,404-14.1% | $79,858-2.8% |
| Participation rate | 65.8% | 65.0%+0.8pp | 72.7%-6.9pp | 69.6%-3.8pp |
| Annual return | 6.21% | 71.94%-65.7pp | 1293.02%-1286.8pp | 31.71%-25.5pp |
| Employer contribution / active EE | $1,773 | $2,068-14.2% | $3,262-45.6% | $2,471-28.2% |
| Participant deferral / active EE | $2,166 | $2,938-26.3% | $3,963-45.4% | $3,740-42.1% |
| Admin fee / account holder | $552 | $3,976-86.1% | $5,611-90.2% | $5,306-89.6% |