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 | $149,018 | $65,685+126.9% | $57,179+160.6% | $273,961-45.6% |
| Participation rate | 50.0% | 78.3%-28.3pp | 75.3%-25.3pp | 83.0%-33.0pp |
| Annual return | 0.37% | 21.99%-21.6pp | 14.59%-14.2pp | 41.45%-41.1pp |
| Employer contribution / active EE | $6,318 | $3,279+92.7% | $2,682+135.5% | $4,869+29.8% |
| Participant deferral / active EE | $4,612 | $3,782+21.9% | $3,096+48.9% | $5,287-12.8% |
| Admin fee / account holder | $2,653 | $4,835-45.1% | $3,139-15.5% | $10,132-73.8% |