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 | $160,714 | $51,576+211.6% | $129,207+24.4% | $80,856+98.8% |
| Participation rate | 50.0% | 57.0%-7.0pp | 69.6%-19.6pp | 67.6%-17.6pp |
| Annual return | 8.28% | 20.81%-12.5pp | 9417.33%-9409.0pp | 35.59%-27.3pp |
| Employer contribution / active EE | $1,635 | $1,584+3.2% | $4,153-60.6% | $2,755-40.6% |
| Participant deferral / active EE | $3,250 | $2,669+21.8% | $4,168-22.0% | $4,296-24.3% |
| Admin fee / account holder | $44,561 | $4,305+935.1% | $7,715+477.6% | $6,918+544.1% |