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 | $134,600 | $48,750+176.1% | $88,946+51.3% | $74,304+81.1% |
| Participation rate | 16.3% | 44.5%-28.2pp | 68.8%-52.6pp | 60.3%-44.1pp |
| Annual return | 9.11% | 25.91%-16.8pp | 57.82%-48.7pp | 29.43%-20.3pp |
| Employer contribution / active EE | $679 | $1,255-45.9% | $2,555-73.4% | $2,241-69.7% |
| Participant deferral / active EE | $1,271 | $2,423-47.5% | $4,581-72.3% | $3,767-66.3% |
| Admin fee / account holder | $47,713 | $3,756+1170.4% | $8,261+477.6% | $2,969+1507.1% |