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 | $62,279 | $60,124+3.6% | $90,404-31.1% | $79,858-22.0% |
| Participation rate | 60.9% | 65.0%-4.0pp | 72.7%-11.7pp | 69.6%-8.7pp |
| Annual return | 9.02% | 71.94%-62.9pp | 1293.02%-1284.0pp | 31.71%-22.7pp |
| Employer contribution / active EE | $848 | $2,068-59.0% | $3,262-74.0% | $2,471-65.7% |
| Participant deferral / active EE | $3,401 | $2,938+15.7% | $3,963-14.2% | $3,740-9.1% |
| Admin fee / account holder | $7,602 | $3,976+91.2% | $5,611+35.5% | $5,306+43.3% |