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 | $102,543 | $60,349+69.9% | $74,183+38.2% | $62,891+63.0% |
| Participation rate | 52.5% | 72.7%-20.2pp | 76.6%-24.1pp | 69.3%-16.8pp |
| Annual return | 3.26% | 21.37%-18.1pp | 17.74%-14.5pp | 20.14%-16.9pp |
| Employer contribution / active EE | $1,509 | $1,680-10.2% | $2,370-36.3% | $2,281-33.8% |
| Participant deferral / active EE | $3,042 | $2,856+6.5% | $3,550-14.3% | $3,203-5.0% |
| Admin fee / account holder | $7,841 | $4,261+84.0% | $5,586+40.4% | $4,296+82.5% |