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 | $155,201 | $85,202+82.2% | $172,739-10.2% | $72,985+112.6% |
| Participation rate | 43.9% | 70.1%-26.2pp | 82.6%-38.8pp | 69.5%-25.6pp |
| Annual return | 3.68% | 27.32%-23.6pp | 802.84%-799.2pp | 81.00%-77.3pp |
| Employer contribution / active EE | $2,332 | $3,324-29.9% | $5,143-54.7% | $2,440-4.4% |
| Participant deferral / active EE | $4,418 | $3,260+35.5% | $5,198-15.0% | $3,607+22.5% |
| Admin fee / account holder | $5,889 | $5,884+0.1% | $13,954-57.8% | $5,124+14.9% |