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 | $101,793 | $89,355+13.9% | $141,162-27.9% | $72,985+39.5% |
| Participation rate | 40.4% | 75.1%-34.8pp | 82.5%-42.1pp | 69.5%-29.1pp |
| Annual return | 17.65% | 111.85%-94.2pp | 71.39%-53.7pp | 81.00%-63.4pp |
| Employer contribution / active EE | $1,649 | $3,114-47.1% | $4,735-65.2% | $2,440-32.4% |
| Participant deferral / active EE | $3,165 | $5,418-41.6% | $6,709-52.8% | $3,607-12.3% |
| Admin fee / account holder | $1,015 | $5,958-83.0% | $10,261-90.1% | $5,124-80.2% |