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 | $80,966 | $49,922+62.2% | $80,569+0.5% | $75,163+7.7% |
| Participation rate | 31.4% | 55.3%-23.9pp | 67.0%-35.6pp | 67.2%-35.8pp |
| Annual return | 12.98% | 34.69%-21.7pp | 935.43%-922.5pp | 160.62%-147.6pp |
| Employer contribution / active EE | $1,127 | $1,698-33.6% | $2,723-58.6% | $2,670-57.8% |
| Participant deferral / active EE | $2,052 | $2,990-31.4% | $4,447-53.9% | $4,125-50.3% |
| Admin fee / account holder | $644 | $3,577-82.0% | $5,377-88.0% | $5,651-88.6% |