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 | $64,631 | $30,400+112.6% | $53,898+19.9% | $84,808-23.8% |
| Participation rate | 30.0% | 46.4%-16.4pp | 55.0%-25.0pp | 68.3%-38.3pp |
| Annual return | 14.26% | 500.19%-485.9pp | 528.60%-514.3pp | 40.90%-26.6pp |
| Employer contribution / active EE | $93 | $603-84.6% | $932-90.0% | $2,631-96.5% |
| Participant deferral / active EE | $1,132 | $1,199-5.6% | $1,826-38.0% | $4,212-73.1% |
| Admin fee / account holder | $4,386 | $1,993+120.0% | $2,491+76.1% | $7,344-40.3% |