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 | $61,606 | $65,409-5.8% | $98,442-37.4% | $85,850-28.2% |
| Participation rate | 25.8% | 65.0%-39.2pp | 73.3%-47.5pp | 69.3%-43.5pp |
| Annual return | 8.84% | 21.76%-12.9pp | 1492.73%-1483.9pp | 318.53%-309.7pp |
| Employer contribution / active EE | $755 | $2,168-65.2% | $2,960-74.5% | $2,565-70.6% |
| Participant deferral / active EE | $2,162 | $3,166-31.7% | $4,276-49.4% | $3,952-45.3% |
| Admin fee / account holder | $5,394 | $4,593+17.4% | $5,949-9.3% | $6,260-13.8% |