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 7-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 | $174,300 | $99,918+74.4% | $81,382+114.2% | $145,922+19.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 69.5%-19.5pp | 80.3%-30.3pp |
| Annual return | 2.54% | 34.32%-31.8pp | 24.73%-22.2pp | 561.29%-558.7pp |
| Employer contribution / active EE | $920 | $2,978-69.1% | $2,463-62.6% | $4,660-80.3% |
| Participant deferral / active EE | $15,250 | $4,605+231.2% | $3,883+292.7% | $6,688+128.0% |
| Admin fee / account holder | $3,620 | $8,212-55.9% | $5,768-37.2% | $13,397-73.0% |