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 | $154,916 | $60,022+158.1% | $88,946+74.2% | $84,808+82.7% |
| Participation rate | 52.0% | 57.8%-5.8pp | 68.8%-16.8pp | 68.3%-16.3pp |
| Annual return | 12.79% | 22.43%-9.6pp | 57.82%-45.0pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,289 | $1,703-24.3% | $2,555-49.6% | $2,631-51.0% |
| Participant deferral / active EE | $4,130 | $3,114+32.6% | $4,581-9.8% | $4,212-1.9% |
| Admin fee / account holder | $5,522 | $4,811+14.8% | $8,261-33.2% | $7,344-24.8% |