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 | $134,008 | $80,968+65.5% | $96,544+38.8% | $75,163+78.3% |
| Participation rate | 56.7% | 71.8%-15.1pp | 76.0%-19.3pp | 67.2%-10.5pp |
| Annual return | -0.44% | 27.06%-27.5pp | 25.84%-26.3pp | 160.62%-161.1pp |
| Employer contribution / active EE | $848 | $2,282-62.8% | $2,965-71.4% | $2,670-68.2% |
| Participant deferral / active EE | $3,304 | $3,928-15.9% | $4,851-31.9% | $4,125-19.9% |
| Admin fee / account holder | $8,995 | $6,724+33.8% | $8,252+9.0% | $5,651+59.2% |