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 | $171,773 | $110,261+55.8% | $95,745+79.4% | $139,434+23.2% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 6.36% | 27.11%-20.8pp | 28.35%-22.0pp | 372.94%-366.6pp |
| Employer contribution / active EE | $1,820 | $3,257-44.1% | $2,835-35.8% | $4,751-61.7% |
| Participant deferral / active EE | $10,480 | $4,676+124.1% | $4,245+146.9% | $6,710+56.2% |
| Admin fee / account holder | $472 | $6,613-92.9% | $5,678-91.7% | $11,403-95.9% |