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 7-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 | $77,536 | $65,409+18.5% | $98,442-21.2% | $85,850-9.7% |
| Participation rate | 54.4% | 65.0%-10.6pp | 73.3%-19.0pp | 69.3%-14.9pp |
| Annual return | 11.30% | 21.76%-10.5pp | 1492.73%-1481.4pp | 318.53%-307.2pp |
| Employer contribution / active EE | $1,487 | $2,168-31.4% | $2,960-49.8% | $2,565-42.0% |
| Participant deferral / active EE | $2,156 | $3,166-31.9% | $4,276-49.6% | $3,952-45.4% |
| Admin fee / account holder | $1,396 | $4,593-69.6% | $5,949-76.5% | $6,260-77.7% |