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 | $26,132 | $30,400-14.0% | $53,898-51.5% | $84,808-69.2% |
| Participation rate | 58.7% | 46.4%+12.3pp | 55.0%+3.8pp | 68.3%-9.6pp |
| Annual return | 11.99% | 500.19%-488.2pp | 528.60%-516.6pp | 40.90%-28.9pp |
| Employer contribution / active EE | $798 | $603+32.5% | $932-14.3% | $2,631-69.7% |
| Participant deferral / active EE | $1,165 | $1,199-2.8% | $1,826-36.2% | $4,212-72.3% |
| Admin fee / account holder | $6,045 | $1,993+203.3% | $2,491+142.7% | $7,344-17.7% |