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 | $102,245+81.8% | $89,340+108.0% | $137,256+35.4% |
| Participation rate | 22.7% | 74.9%-52.2pp | 69.6%-46.8pp | 80.0%-57.2pp |
| Annual return | 9.26% | 21.89%-12.6pp | 20.57%-11.3pp | 220.34%-211.1pp |
| Employer contribution / active EE | $739 | $2,529-70.8% | $2,231-66.9% | $4,156-82.2% |
| Participant deferral / active EE | $1,926 | $4,436-56.6% | $3,823-49.6% | $6,407-69.9% |
| Admin fee / account holder | $3,581 | $8,085-55.7% | $6,704-46.6% | $12,270-70.8% |