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 | $155,284 | $47,848+224.5% | $81,478+90.6% | $70,131+121.4% |
| Participation rate | 24.2% | 58.3%-34.0pp | 68.0%-43.7pp | 69.5%-45.3pp |
| Annual return | 11.79% | 27.25%-15.5pp | 38.78%-27.0pp | 73.14%-61.3pp |
| Employer contribution / active EE | $0 | $1,527-100.0% | $2,568-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,407 | $2,453+38.9% | $3,537-3.7% | $3,332+2.3% |
| Admin fee / account holder | $2,667 | $3,145-15.2% | $4,561-41.5% | $4,645-42.6% |