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 | $146,884 | $94,625+55.2% | $116,228+26.4% | $84,808+73.2% |
| Participation rate | 47.7% | 70.4%-22.8pp | 74.6%-26.9pp | 68.3%-20.6pp |
| Annual return | 11.31% | 20.40%-9.1pp | 90.06%-78.8pp | 40.90%-29.6pp |
| Employer contribution / active EE | $861 | $2,347-63.3% | $2,994-71.2% | $2,631-67.3% |
| Participant deferral / active EE | $2,490 | $3,972-37.3% | $4,953-49.7% | $4,212-40.9% |
| Admin fee / account holder | $3,312 | $10,091-67.2% | $11,989-72.4% | $7,344-54.9% |