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 | $87,687 | $51,175+71.3% | $70,515+24.4% | $75,163+16.7% |
| Participation rate | 28.0% | 60.9%-32.9pp | 68.3%-40.3pp | 67.2%-39.2pp |
| Annual return | 13.11% | 30.02%-16.9pp | 32.77%-19.7pp | 160.62%-147.5pp |
| Employer contribution / active EE | $1,420 | $1,826-22.3% | $2,973-52.3% | $2,670-46.8% |
| Participant deferral / active EE | $2,330 | $2,849-18.2% | $4,567-49.0% | $4,125-43.5% |
| Admin fee / account holder | $14,562 | $4,091+256.0% | $6,412+127.1% | $5,651+157.7% |