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 | $134,791 | $71,050+89.7% | $93,606+44.0% | $80,856+66.7% |
| Participation rate | 30.4% | 60.4%-30.0pp | 68.7%-38.3pp | 67.6%-37.2pp |
| Annual return | 9.71% | 11.26%-1.6pp | 133.20%-123.5pp | 35.59%-25.9pp |
| Employer contribution / active EE | $396 | $1,564-74.7% | $2,420-83.6% | $2,755-85.6% |
| Participant deferral / active EE | $2,235 | $4,034-44.6% | $4,411-49.3% | $4,296-48.0% |
| Admin fee / account holder | $9,683 | $6,945+39.4% | $8,285+16.9% | $6,918+40.0% |