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 | $87,958 | $64,839+35.7% | $95,585-8.0% | $84,808+3.7% |
| Participation rate | 26.3% | 63.8%-37.6pp | 72.1%-45.8pp | 68.3%-42.1pp |
| Annual return | 11.04% | -670.96%+682.0pp | 38.56%-27.5pp | 40.90%-29.9pp |
| Employer contribution / active EE | $363 | $1,759-79.4% | $2,527-85.7% | $2,631-86.2% |
| Participant deferral / active EE | $1,140 | $2,965-61.5% | $4,023-71.7% | $4,212-72.9% |
| Admin fee / account holder | $11,801 | $5,964+97.9% | $6,127+92.6% | $7,344+60.7% |