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 | $214,364 | $51,638+315.1% | $68,368+213.5% | $82,448+160.0% |
| Participation rate | 36.0% | 63.6%-27.6pp | 73.8%-37.8pp | 68.1%-32.1pp |
| Annual return | 12.36% | 37.53%-25.2pp | 292.57%-280.2pp | 41.64%-29.3pp |
| Employer contribution / active EE | $1,260 | $2,047-38.4% | $2,649-52.4% | $2,551-50.6% |
| Participant deferral / active EE | $1,755 | $2,914-39.8% | $4,123-57.4% | $4,139-57.6% |
| Admin fee / account holder | $27,449 | $4,643+491.1% | $5,150+433.0% | $7,234+279.4% |