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 | $223,421 | $76,738+191.1% | $56,411+296.1% | $145,922+53.1% |
| Participation rate | 16.7% | 63.2%-46.5pp | 52.5%-35.8pp | 80.3%-63.6pp |
| Annual return | 3.35% | 2994.23%-2990.9pp | 1701.33%-1698.0pp | 561.29%-557.9pp |
| Employer contribution / active EE | $751 | $1,380-45.6% | $1,039-27.7% | $4,660-83.9% |
| Participant deferral / active EE | $2,249 | $2,623-14.3% | $1,952+15.2% | $6,688-66.4% |
| Admin fee / account holder | $6,187 | $3,334+85.6% | $2,829+118.7% | $13,397-53.8% |