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 | $218,317 | $76,407+185.7% | $150,298+45.3% | $82,448+164.8% |
| Participation rate | 9.1% | 66.4%-57.3pp | 77.8%-68.7pp | 68.1%-59.0pp |
| Annual return | 9.38% | 39.99%-30.6pp | 62.79%-53.4pp | 41.64%-32.3pp |
| Employer contribution / active EE | $389 | $2,614-85.1% | $4,154-90.6% | $2,551-84.7% |
| Participant deferral / active EE | $1,394 | $3,214-56.6% | $5,453-74.4% | $4,139-66.3% |
| Admin fee / account holder | $2,674 | $6,352-57.9% | $14,116-81.1% | $7,234-63.0% |