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 | $147,634 | $91,552+61.3% | $133,956+10.2% | $79,858+84.9% |
| Participation rate | 27.0% | 73.3%-46.3pp | 79.8%-52.8pp | 69.6%-42.6pp |
| Annual return | 10.08% | 61.85%-51.8pp | 45.09%-35.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $0 | $2,384-100.0% | $3,919-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,524 | $3,733+21.2% | $5,048-10.4% | $3,740+21.0% |
| Admin fee / account holder | $12,744 | $6,321+101.6% | $8,927+42.8% | $5,306+140.2% |