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 | $72,697 | $102,382-29.0% | $147,005-50.5% | $80,874-10.1% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 11.75% | 134.89%-123.1pp | 418.76%-407.0pp | 35.62%-23.9pp |
| Employer contribution / active EE | $3,432 | $3,715-7.6% | $4,934-30.4% | $2,756+24.6% |
| Participant deferral / active EE | $5,888 | $6,646-11.4% | $8,070-27.0% | $4,297+37.0% |
| Admin fee / account holder | $742 | $7,942-90.7% | $13,006-94.3% | $6,935-89.3% |