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 | $89,766 | $57,281+56.7% | $86,612+3.6% | $75,163+19.4% |
| Participation rate | 50.0% | 63.2%-13.2pp | 71.7%-21.7pp | 67.2%-17.2pp |
| Annual return | 11.83% | 2670.75%-2658.9pp | 591.07%-579.2pp | 160.62%-148.8pp |
| Employer contribution / active EE | $1,458 | $2,314-37.0% | $3,022-51.7% | $2,670-45.4% |
| Participant deferral / active EE | $2,876 | $3,318-13.3% | $4,438-35.2% | $4,125-30.3% |
| Admin fee / account holder | $1,187 | $4,112-71.1% | $5,614-78.9% | $5,651-79.0% |