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 | $238,770 | $86,929+174.7% | $102,423+133.1% | $80,856+195.3% |
| Participation rate | 25.7% | 72.4%-46.7pp | 76.5%-50.8pp | 67.6%-41.9pp |
| Annual return | 7.19% | 18.88%-11.7pp | 29.32%-22.1pp | 35.59%-28.4pp |
| Employer contribution / active EE | $1,545 | $2,369-34.8% | $3,023-48.9% | $2,755-43.9% |
| Participant deferral / active EE | $2,998 | $4,118-27.2% | $5,053-40.7% | $4,296-30.2% |
| Admin fee / account holder | $72,295 | $8,049+798.2% | $9,451+665.0% | $6,918+945.0% |