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 | $193,723 | $81,460+137.8% | $103,333+87.5% | $80,856+139.6% |
| Participation rate | 39.0% | 66.8%-27.8pp | 74.5%-35.5pp | 67.6%-28.6pp |
| Annual return | 7.32% | 25.55%-18.2pp | 24.88%-17.6pp | 35.59%-28.3pp |
| Employer contribution / active EE | $1,060 | $3,105-65.9% | $3,868-72.6% | $2,755-61.5% |
| Participant deferral / active EE | $2,945 | $3,869-23.9% | $5,057-41.8% | $4,296-31.4% |
| Admin fee / account holder | $3,148 | $6,566-52.1% | $8,355-62.3% | $6,918-54.5% |