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 | $105,292 | $29,319+259.1% | $52,425+100.8% | $82,448+27.7% |
| Participation rate | 27.0% | 46.9%-19.9pp | 55.6%-28.6pp | 68.1%-41.1pp |
| Annual return | 1.24% | 535.20%-534.0pp | 302.12%-300.9pp | 41.64%-40.4pp |
| Employer contribution / active EE | $377 | $586-35.6% | $914-58.7% | $2,551-85.2% |
| Participant deferral / active EE | $2,198 | $1,171+87.7% | $1,790+22.8% | $4,139-46.9% |
| Admin fee / account holder | $13,505 | $1,962+588.3% | $2,495+441.3% | $7,234+86.7% |