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 | $162,037 | $109,881+47.5% | $150,045+8.0% | $84,808+91.1% |
| Participation rate | 42.2% | 76.1%-33.9pp | 82.3%-40.1pp | 68.3%-26.1pp |
| Annual return | 13.69% | 28.25%-14.6pp | 62.55%-48.9pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,258 | $3,561-64.7% | $4,693-73.2% | $2,631-52.2% |
| Participant deferral / active EE | $3,841 | $6,636-42.1% | $7,997-52.0% | $4,212-8.8% |
| Admin fee / account holder | $12,234 | $8,568+42.8% | $13,435-8.9% | $7,344+66.6% |