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 | $185,842 | $107,452+73.0% | $91,541+103.0% | $142,382+30.5% |
| Participation rate | 22.7% | 75.1%-52.3pp | 69.8%-47.0pp | 80.1%-57.4pp |
| Annual return | 9.26% | 22.06%-12.8pp | 20.50%-11.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $739 | $2,994-75.3% | $2,505-70.5% | $4,299-82.8% |
| Participant deferral / active EE | $1,926 | $4,754-59.5% | $4,008-51.9% | $6,507-70.4% |
| Admin fee / account holder | $3,581 | $8,834-59.5% | $6,956-48.5% | $12,624-71.6% |