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 | $84,318 | $49,922+68.9% | $80,569+4.7% | $75,163+12.2% |
| Participation rate | 10.9% | 55.3%-44.4pp | 67.0%-56.1pp | 67.2%-56.3pp |
| Annual return | 2.78% | 34.69%-31.9pp | 935.43%-932.6pp | 160.62%-157.8pp |
| Employer contribution / active EE | $369 | $1,698-78.3% | $2,723-86.5% | $2,670-86.2% |
| Participant deferral / active EE | $1,370 | $2,990-54.2% | $4,447-69.2% | $4,125-66.8% |
| Admin fee / account holder | $7,112 | $3,577+98.8% | $5,377+32.3% | $5,651+25.9% |