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 | $121,300 | $81,446+48.9% | $103,374+17.3% | $80,874+50.0% |
| Participation rate | 40.5% | 66.9%-26.3pp | 74.5%-34.0pp | 67.6%-27.1pp |
| Annual return | 8.38% | 25.57%-17.2pp | 24.89%-16.5pp | 35.62%-27.2pp |
| Employer contribution / active EE | $1,594 | $3,107-48.7% | $3,869-58.8% | $2,756-42.2% |
| Participant deferral / active EE | $4,025 | $3,870+4.0% | $5,058-20.4% | $4,297-6.3% |
| Admin fee / account holder | $1,221 | $6,715-81.8% | $8,394-85.5% | $6,935-82.4% |