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 | $167,930 | $149,679+12.2% | $117,039+43.5% | $147,584+13.8% |
| Participation rate | 55.0% | 83.5%-28.5pp | 77.2%-22.2pp | 82.8%-27.8pp |
| Annual return | 7.69% | 19.31%-11.6pp | 18.95%-11.3pp | 578.55%-570.9pp |
| Employer contribution / active EE | $842 | $4,937-83.0% | $3,785-77.8% | $4,876-82.7% |
| Participant deferral / active EE | $1,339 | $4,912-72.7% | $3,929-65.9% | $5,439-75.4% |
| Admin fee / account holder | $909 | $7,856-88.4% | $5,974-84.8% | $10,885-91.6% |