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 | $107,578 | $58,208+84.8% | $81,812+31.5% | $80,856+33.0% |
| Participation rate | 24.0% | 63.4%-39.4pp | 72.3%-48.3pp | 67.6%-43.6pp |
| Annual return | 10.72% | 41.66%-30.9pp | 773.79%-763.1pp | 35.59%-24.9pp |
| Employer contribution / active EE | $694 | $2,340-70.3% | $2,912-76.2% | $2,755-74.8% |
| Participant deferral / active EE | $2,445 | $3,281-25.5% | $4,319-43.4% | $4,296-43.1% |
| Admin fee / account holder | $1,316 | $4,981-73.6% | $7,386-82.2% | $6,918-81.0% |