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 | $94,411 | $63,346+49.0% | $92,233+2.4% | $70,131+34.6% |
| Participation rate | 37.5% | 68.7%-31.2pp | 76.5%-39.0pp | 69.5%-32.0pp |
| Annual return | 8.79% | 530.12%-521.3pp | 176.28%-167.5pp | 73.14%-64.4pp |
| Employer contribution / active EE | $2,726 | $2,471+10.3% | $3,679-25.9% | $2,342+16.4% |
| Participant deferral / active EE | $1,560 | $2,854-45.3% | $3,897-60.0% | $3,332-53.2% |
| Admin fee / account holder | $1,189 | $3,840-69.0% | $5,194-77.1% | $4,645-74.4% |