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 | $80,114 | $102,317-21.7% | $146,958-45.5% | $80,856-0.9% |
| Participation rate | 46.7% | 75.8%-29.2pp | 82.2%-35.5pp | 67.6%-21.0pp |
| Annual return | 6.31% | 134.76%-128.5pp | 418.34%-412.0pp | 35.59%-29.3pp |
| Employer contribution / active EE | $1,228 | $3,713-66.9% | $4,933-75.1% | $2,755-55.4% |
| Participant deferral / active EE | $3,152 | $6,644-52.6% | $8,070-60.9% | $4,296-26.6% |
| Admin fee / account holder | $3,609 | $7,941-54.6% | $12,998-72.2% | $6,918-47.8% |