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 | $28,202 | $63,346-55.5% | $92,233-69.4% | $70,131-59.8% |
| Participation rate | 38.5% | 68.7%-30.2pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 12.25% | 530.12%-517.9pp | 176.28%-164.0pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,334 | $2,471-46.0% | $3,679-63.7% | $2,342-43.0% |
| Participant deferral / active EE | $2,592 | $2,854-9.2% | $3,897-33.5% | $3,332-22.2% |
| Admin fee / account holder | $8,409 | $3,840+119.0% | $5,194+61.9% | $4,645+81.0% |