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 | $119,235 | $27,915+327.1% | $58,482+103.9% | $75,163+58.6% |
| Participation rate | 25.0% | 38.8%-13.8pp | 50.9%-25.9pp | 67.2%-42.2pp |
| Annual return | 7.40% | 44.20%-36.8pp | 4239.32%-4231.9pp | 160.62%-153.2pp |
| Employer contribution / active EE | $603 | $669-9.8% | $1,053-42.7% | $2,670-77.4% |
| Participant deferral / active EE | $1,953 | $1,201+62.5% | $1,924+1.5% | $4,125-52.7% |
| Admin fee / account holder | $5,148 | $1,726+198.3% | $2,516+104.6% | $5,651-8.9% |