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 | $89,201 | $46,553+91.6% | $64,056+39.3% | $75,163+18.7% |
| Participation rate | 38.1% | 65.9%-27.8pp | 72.3%-34.2pp | 67.2%-29.1pp |
| Annual return | 10.59% | 26.03%-15.4pp | 33.69%-23.1pp | 160.62%-150.0pp |
| Employer contribution / active EE | $709 | $1,974-64.1% | $2,747-74.2% | $2,670-73.5% |
| Participant deferral / active EE | $872 | $2,837-69.3% | $3,880-77.5% | $4,125-78.9% |
| Admin fee / account holder | $2,857 | $2,952-3.2% | $3,068-6.9% | $5,651-49.4% |