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 | $164,746 | $112,729+46.1% | $98,716+66.9% | $137,256+20.0% |
| Participation rate | 21.4% | 74.2%-52.8pp | 69.3%-47.9pp | 80.0%-58.5pp |
| Annual return | 5.67% | 38.48%-32.8pp | 31.81%-26.1pp | 220.34%-214.7pp |
| Employer contribution / active EE | $703 | $2,725-74.2% | $2,279-69.1% | $4,156-83.1% |
| Participant deferral / active EE | $4,908 | $4,640+5.8% | $4,048+21.3% | $6,407-23.4% |
| Admin fee / account holder | $3,259 | $10,129-67.8% | $8,703-62.6% | $12,270-73.4% |