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 | $202,992 | $109,881+84.7% | $150,045+35.3% | $84,808+139.4% |
| Participation rate | 58.3% | 76.1%-17.8pp | 82.3%-24.0pp | 68.3%-10.0pp |
| Annual return | 13.22% | 28.25%-15.0pp | 62.55%-49.3pp | 40.90%-27.7pp |
| Employer contribution / active EE | $907 | $3,561-74.5% | $4,693-80.7% | $2,631-65.5% |
| Participant deferral / active EE | $3,715 | $6,636-44.0% | $7,997-53.5% | $4,212-11.8% |
| Admin fee / account holder | $2,256 | $8,568-73.7% | $13,435-83.2% | $7,344-69.3% |