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 | $135,983 | $60,892+123.3% | $82,389+65.1% | $84,808+60.3% |
| Participation rate | 50.0% | 63.3%-13.3pp | 69.5%-19.5pp | 68.3%-18.3pp |
| Annual return | 12.37% | 37.29%-24.9pp | 28.67%-16.3pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,301 | $1,779-26.9% | $2,517-48.3% | $2,631-50.6% |
| Participant deferral / active EE | $3,496 | $3,179+10.0% | $4,155-15.9% | $4,212-17.0% |
| Admin fee / account holder | $3,861 | $5,467-29.4% | $7,231-46.6% | $7,344-47.4% |