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 | $121,030 | $61,774+95.9% | $97,226+24.5% | $80,856+49.7% |
| Participation rate | 30.8% | 63.5%-32.7pp | 72.7%-41.9pp | 67.6%-36.9pp |
| Annual return | 9.79% | -557.90%+567.7pp | 75.13%-65.3pp | 35.59%-25.8pp |
| Employer contribution / active EE | $641 | $1,837-65.1% | $2,729-76.5% | $2,755-76.7% |
| Participant deferral / active EE | $1,566 | $3,029-48.3% | $4,264-63.3% | $4,296-63.6% |
| Admin fee / account holder | $959 | $5,166-81.4% | $5,654-83.0% | $6,918-86.1% |