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 | $71,002 | $48,795+45.5% | $65,493+8.4% | $84,808-16.3% |
| Participation rate | 34.2% | 67.0%-32.8pp | 73.1%-38.9pp | 68.3%-34.1pp |
| Annual return | 5.08% | 20.20%-15.1pp | 982.45%-977.4pp | 40.90%-35.8pp |
| Employer contribution / active EE | $1,103 | $1,930-42.8% | $2,574-57.2% | $2,631-58.1% |
| Participant deferral / active EE | $2,262 | $2,928-22.8% | $3,961-42.9% | $4,212-46.3% |
| Admin fee / account holder | $8,624 | $3,877+122.4% | $5,028+71.5% | $7,344+17.4% |