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 | $186,719 | $127,065+46.9% | $113,168+65.0% | $142,382+31.1% |
| Participation rate | 29.4% | 79.2%-49.8pp | 76.6%-47.2pp | 80.1%-50.7pp |
| Annual return | 3.38% | 24.03%-20.7pp | 24.27%-20.9pp | 217.08%-213.7pp |
| Employer contribution / active EE | $1,809 | $3,442-47.4% | $2,975-39.2% | $4,299-57.9% |
| Participant deferral / active EE | $4,627 | $5,716-19.1% | $5,107-9.4% | $6,507-28.9% |
| Admin fee / account holder | $66,000 | $15,736+319.4% | $12,068+446.9% | $12,624+422.8% |