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 | $130,073 | $55,706+133.5% | $75,886+71.4% | $72,985+78.2% |
| Participation rate | 56.7% | 61.1%-4.5pp | 69.3%-12.6pp | 69.5%-12.8pp |
| Annual return | 12.46% | 27.59%-15.1pp | 30.76%-18.3pp | 81.00%-68.5pp |
| Employer contribution / active EE | $2,034 | $1,687+20.6% | $2,500-18.6% | $2,440-16.6% |
| Participant deferral / active EE | $3,235 | $2,634+22.8% | $3,603-10.2% | $3,607-10.3% |
| Admin fee / account holder | $59,175 | $3,978+1387.4% | $5,418+992.1% | $5,124+1054.8% |