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 | $203,648 | $81,460+150.0% | $103,333+97.1% | $80,856+151.9% |
| Participation rate | 38.1% | 66.8%-28.8pp | 74.5%-36.4pp | 67.6%-29.5pp |
| Annual return | -0.27% | 25.55%-25.8pp | 24.88%-25.1pp | 35.59%-35.9pp |
| Employer contribution / active EE | $1,528 | $3,105-50.8% | $3,868-60.5% | $2,755-44.5% |
| Participant deferral / active EE | $6,437 | $3,869+66.4% | $5,057+27.3% | $4,296+49.8% |
| Admin fee / account holder | $22,321 | $6,566+239.9% | $8,355+167.2% | $6,918+222.6% |