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 | $48,609 | $30,400+59.9% | $53,898-9.8% | $84,808-42.7% |
| Participation rate | 40.6% | 46.4%-5.8pp | 55.0%-14.3pp | 68.3%-27.7pp |
| Annual return | 12.12% | 500.19%-488.1pp | 528.60%-516.5pp | 40.90%-28.8pp |
| Employer contribution / active EE | $610 | $603+1.2% | $932-34.6% | $2,631-76.8% |
| Participant deferral / active EE | $1,553 | $1,199+29.6% | $1,826-15.0% | $4,212-63.1% |
| Admin fee / account holder | $5,399 | $1,993+170.9% | $2,491+116.8% | $7,344-26.5% |