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 | $146,586 | $101,724+44.1% | $164,813-11.1% | $80,856+81.3% |
| Participation rate | 38.5% | 71.8%-33.4pp | 78.6%-40.1pp | 67.6%-29.2pp |
| Annual return | 9.11% | 16.72%-7.6pp | 69.93%-60.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $2,543 | $2,953-13.9% | $4,341-41.4% | $2,755-7.7% |
| Participant deferral / active EE | $3,929 | $4,477-12.3% | $6,031-34.9% | $4,296-8.5% |
| Admin fee / account holder | $2,194 | $8,227-73.3% | $12,690-82.7% | $6,918-68.3% |