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 | $126,089 | $81,460+54.8% | $103,333+22.0% | $80,856+55.9% |
| Participation rate | 57.7% | 66.8%-9.2pp | 74.5%-16.8pp | 67.6%-9.9pp |
| Annual return | 8.24% | 25.55%-17.3pp | 24.88%-16.6pp | 35.59%-27.4pp |
| Employer contribution / active EE | $1,507 | $3,105-51.5% | $3,868-61.0% | $2,755-45.3% |
| Participant deferral / active EE | $3,225 | $3,869-16.6% | $5,057-36.2% | $4,296-24.9% |
| Admin fee / account holder | $21,767 | $6,566+231.5% | $8,355+160.5% | $6,918+214.6% |