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 | $149,666 | $99,341+50.7% | $84,750+76.6% | $273,961-45.4% |
| Participation rate | 50.0% | 80.7%-30.7pp | 76.6%-26.6pp | 83.0%-33.0pp |
| Annual return | 0.64% | 22.93%-22.3pp | 22.78%-22.1pp | 41.45%-40.8pp |
| Employer contribution / active EE | $1,529 | $4,214-63.7% | $3,574-57.2% | $4,869-68.6% |
| Participant deferral / active EE | $5,472 | $4,269+28.2% | $3,712+47.4% | $5,287+3.5% |
| Admin fee / account holder | $1,341 | $6,644-79.8% | $5,332-74.8% | $10,132-86.8% |