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 | $123,879 | $48,076+157.7% | $78,689+57.4% | $62,891+97.0% |
| Participation rate | 47.5% | 65.2%-17.7pp | 73.6%-26.1pp | 69.3%-21.8pp |
| Annual return | 4.01% | 31.35%-27.3pp | 62.18%-58.2pp | 20.14%-16.1pp |
| Employer contribution / active EE | $4,736 | $2,015+135.1% | $2,851+66.1% | $2,281+107.6% |
| Participant deferral / active EE | $4,211 | $2,588+62.7% | $3,517+19.7% | $3,203+31.5% |
| Admin fee / account holder | $1,112 | $3,207-65.3% | $4,510-75.3% | $4,296-74.1% |