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 | $86,606 | $65,409+32.4% | $98,442-12.0% | $85,850+0.9% |
| Participation rate | 29.3% | 65.0%-35.7pp | 73.3%-44.1pp | 69.3%-40.0pp |
| Annual return | 9.62% | 21.76%-12.1pp | 1492.73%-1483.1pp | 318.53%-308.9pp |
| Employer contribution / active EE | $485 | $2,168-77.6% | $2,960-83.6% | $2,565-81.1% |
| Participant deferral / active EE | $1,376 | $3,166-56.5% | $4,276-67.8% | $3,952-65.2% |
| Admin fee / account holder | $5,579 | $4,593+21.5% | $5,949-6.2% | $6,260-10.9% |