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 | $51,629 | $58,208-11.3% | $81,812-36.9% | $80,856-36.1% |
| Participation rate | 41.3% | 63.4%-22.2pp | 72.3%-31.1pp | 67.6%-26.4pp |
| Annual return | 9.72% | 41.66%-31.9pp | 773.79%-764.1pp | 35.59%-25.9pp |
| Employer contribution / active EE | $1,067 | $2,340-54.4% | $2,912-63.4% | $2,755-61.3% |
| Participant deferral / active EE | $2,154 | $3,281-34.3% | $4,319-50.1% | $4,296-49.9% |
| Admin fee / account holder | $6,109 | $4,981+22.6% | $7,386-17.3% | $6,918-11.7% |