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 | $72,343 | $27,915+159.1% | $58,482+23.7% | $75,163-3.8% |
| Participation rate | 22.7% | 38.8%-16.1pp | 50.9%-28.1pp | 67.2%-44.5pp |
| Annual return | 7.74% | 44.20%-36.5pp | 4239.32%-4231.6pp | 160.62%-152.9pp |
| Employer contribution / active EE | $0 | $669-100.0% | $1,053-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $1,227 | $1,201+2.2% | $1,924-36.2% | $4,125-70.2% |
| Admin fee / account holder | $2,726 | $1,726+58.0% | $2,516+8.3% | $5,651-51.8% |