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 | $107,108 | $31,310+242.1% | $53,898+98.7% | $74,304+44.1% |
| Participation rate | 17.0% | 30.7%-13.6pp | 55.0%-37.9pp | 60.3%-43.3pp |
| Annual return | 8.96% | 23.16%-14.2pp | 528.60%-519.6pp | 29.43%-20.5pp |
| Employer contribution / active EE | $412 | $450-8.5% | $932-55.8% | $2,241-81.6% |
| Participant deferral / active EE | $813 | $934-13.0% | $1,826-55.5% | $3,767-78.4% |
| Admin fee / account holder | $72,947 | $2,175+3253.3% | $2,491+2828.7% | $2,969+2357.1% |