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 6-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 | $22,103 | $79,449-72.2% | $189,557-88.3% | $85,850-74.3% |
| Participation rate | 65.9% | 66.0%-0.1pp | 78.4%-12.6pp | 69.3%-3.5pp |
| Annual return | 11.36% | 18.45%-7.1pp | 64.17%-52.8pp | 318.53%-307.2pp |
| Employer contribution / active EE | $573 | $2,081-72.5% | $4,412-87.0% | $2,565-77.7% |
| Participant deferral / active EE | $1,850 | $4,051-54.3% | $6,174-70.0% | $3,952-53.2% |
| Admin fee / account holder | $313 | $5,377-94.2% | $9,807-96.8% | $6,260-95.0% |