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 | $77,312 | $30,400+154.3% | $53,898+43.4% | $84,808-8.8% |
| Participation rate | 25.5% | 46.4%-20.9pp | 55.0%-29.4pp | 68.3%-42.8pp |
| Annual return | 12.05% | 500.19%-488.1pp | 528.60%-516.6pp | 40.90%-28.8pp |
| Employer contribution / active EE | $101 | $603-83.3% | $932-89.2% | $2,631-96.2% |
| Participant deferral / active EE | $983 | $1,199-18.0% | $1,826-46.2% | $4,212-76.7% |
| Admin fee / account holder | $6,198 | $1,993+210.9% | $2,491+148.8% | $7,344-15.6% |