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 | $125,183 | $52,580+138.1% | $71,671+74.7% | $70,131+78.5% |
| Participation rate | 57.4% | 60.9%-3.5pp | 68.7%-11.4pp | 69.5%-12.2pp |
| Annual return | 11.13% | 20.25%-9.1pp | 20.65%-9.5pp | 73.14%-62.0pp |
| Employer contribution / active EE | $313 | $1,616-80.6% | $2,460-87.3% | $2,342-86.6% |
| Participant deferral / active EE | $3,014 | $2,386+26.3% | $3,438-12.3% | $3,332-9.5% |
| Admin fee / account holder | $8,400 | $3,653+130.0% | $5,558+51.1% | $4,645+80.8% |