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 | $95,136 | $52,406+81.5% | $129,207-26.4% | $74,495+27.7% |
| Participation rate | 21.4% | 53.8%-32.4pp | 69.6%-48.3pp | 67.2%-45.8pp |
| Annual return | 11.18% | 15.66%-4.5pp | 9417.33%-9406.1pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $689 | $1,531-55.0% | $4,153-83.4% | $2,623-73.8% |
| Participant deferral / active EE | $1,720 | $2,794-38.5% | $4,168-58.7% | $4,346-60.4% |
| Admin fee / account holder | $9,255 | $2,633+251.5% | $7,715+20.0% | $1,942+376.6% |