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 | $65,385 | $100,041-34.6% | $149,718-56.3% | $70,131-6.8% |
| Participation rate | 60.0% | 83.6%-23.6pp | 87.1%-27.1pp | 69.5%-9.5pp |
| Annual return | 10.92% | 27.43%-16.5pp | 1501.63%-1490.7pp | 73.14%-62.2pp |
| Employer contribution / active EE | $0 | $3,662-100.0% | $5,445-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,241 | $4,983-14.9% | $6,569-35.4% | $3,332+27.3% |
| Admin fee / account holder | $2,079 | $8,286-74.9% | $11,283-81.6% | $4,645-55.3% |