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 | $118,807 | $72,071+64.8% | $68,368+73.8% | $137,256-13.4% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.8%-31.6pp | 80.0%-37.9pp |
| Annual return | 8.73% | 353.14%-344.4pp | 292.57%-283.8pp | 220.34%-211.6pp |
| Employer contribution / active EE | $923 | $2,788-66.9% | $2,649-65.2% | $4,156-77.8% |
| Participant deferral / active EE | $2,199 | $4,410-50.1% | $4,123-46.7% | $6,407-65.7% |
| Admin fee / account holder | $543 | $5,336-89.8% | $5,150-89.4% | $12,270-95.6% |