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 | $93,649 | $65,041+44.0% | $90,951+3.0% | $79,858+17.3% |
| Participation rate | 34.8% | 61.6%-26.8pp | 69.0%-34.2pp | 69.6%-34.9pp |
| Annual return | 8.16% | 30.45%-22.3pp | 134.60%-126.4pp | 31.71%-23.6pp |
| Employer contribution / active EE | $349 | $1,247-72.0% | $2,122-83.5% | $2,471-85.9% |
| Participant deferral / active EE | $2,057 | $2,512-18.1% | $3,373-39.0% | $3,740-45.0% |
| Admin fee / account holder | $1,609 | $4,536-64.5% | $5,959-73.0% | $5,306-69.7% |