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 | $140,725 | $89,753+56.8% | $107,525+30.9% | $84,808+65.9% |
| Participation rate | 51.4% | 68.1%-16.7pp | 75.1%-23.7pp | 68.3%-17.0pp |
| Annual return | 5.04% | 29.48%-24.4pp | 181.32%-176.3pp | 40.90%-35.9pp |
| Employer contribution / active EE | $1,393 | $3,113-55.2% | $3,754-62.9% | $2,631-47.0% |
| Participant deferral / active EE | $2,683 | $4,056-33.8% | $5,116-47.5% | $4,212-36.3% |
| Admin fee / account holder | $9,131 | $7,222+26.4% | $8,919+2.4% | $7,344+24.3% |