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 | $92,321 | $63,346+45.7% | $92,233+0.1% | $70,131+31.6% |
| Participation rate | 29.7% | 68.7%-38.9pp | 76.5%-46.8pp | 69.5%-39.8pp |
| Annual return | 9.41% | 530.12%-520.7pp | 176.28%-166.9pp | 73.14%-63.7pp |
| Employer contribution / active EE | $516 | $2,471-79.1% | $3,679-86.0% | $2,342-78.0% |
| Participant deferral / active EE | $1,557 | $2,854-45.5% | $3,897-60.1% | $3,332-53.3% |
| Admin fee / account holder | $5,439 | $3,840+41.6% | $5,194+4.7% | $4,645+17.1% |