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 | $148,857 | $80,717+84.4% | $154,803-3.8% | $84,808+75.5% |
| Participation rate | 29.8% | 66.8%-37.0pp | 78.1%-48.3pp | 68.3%-38.5pp |
| Annual return | 10.39% | 37.96%-27.6pp | 58.88%-48.5pp | 40.90%-30.5pp |
| Employer contribution / active EE | $895 | $2,761-67.6% | $4,305-79.2% | $2,631-66.0% |
| Participant deferral / active EE | $3,104 | $3,303-6.0% | $5,540-44.0% | $4,212-26.3% |
| Admin fee / account holder | $14,431 | $6,746+113.9% | $14,329+0.7% | $7,344+96.5% |