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 | $135,317 | $95,803+41.2% | $113,168+19.6% | $84,808+59.6% |
| Participation rate | 44.8% | 72.9%-28.0pp | 76.6%-31.7pp | 68.3%-23.5pp |
| Annual return | 11.83% | 25.00%-13.2pp | 24.27%-12.4pp | 40.90%-29.1pp |
| Employer contribution / active EE | $951 | $2,360-59.7% | $2,975-68.0% | $2,631-63.9% |
| Participant deferral / active EE | $3,804 | $4,242-10.3% | $5,107-25.5% | $4,212-9.7% |
| Admin fee / account holder | $25,335 | $8,989+181.8% | $12,068+109.9% | $7,344+245.0% |