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 | $69,519 | $84,233-17.5% | $170,442-59.2% | $70,131-0.9% |
| Participation rate | 40.0% | 70.8%-30.8pp | 83.6%-43.6pp | 69.5%-29.5pp |
| Annual return | 9.45% | 23.06%-13.6pp | 205.93%-196.5pp | 73.14%-63.7pp |
| Employer contribution / active EE | $1,220 | $3,387-64.0% | $5,433-77.6% | $2,342-47.9% |
| Participant deferral / active EE | $3,468 | $3,086+12.4% | $4,939-29.8% | $3,332+4.1% |
| Admin fee / account holder | $20,296 | $5,698+256.2% | $13,880+46.2% | $4,645+336.9% |