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 | $58,946 | $29,660+98.7% | $56,411+4.5% | $80,856-27.1% |
| Participation rate | 58.1% | 41.6%+16.4pp | 52.5%+5.6pp | 67.6%-9.6pp |
| Annual return | 5.67% | 35.23%-29.6pp | 1701.33%-1695.7pp | 35.59%-29.9pp |
| Employer contribution / active EE | $1,138 | $669+70.0% | $1,039+9.5% | $2,755-58.7% |
| Participant deferral / active EE | $2,140 | $1,226+74.6% | $1,952+9.6% | $4,296-50.2% |
| Admin fee / account holder | $1,303 | $2,428-46.3% | $2,829-53.9% | $6,918-81.2% |