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 | $182,027 | $87,013+109.2% | $106,213+71.4% | $80,856+125.1% |
| Participation rate | 44.1% | 70.4%-26.3pp | 75.3%-31.2pp | 67.6%-23.5pp |
| Annual return | 8.65% | 17.05%-8.4pp | 116.14%-107.5pp | 35.59%-26.9pp |
| Employer contribution / active EE | $1,152 | $2,395-51.9% | $3,171-63.7% | $2,755-58.2% |
| Participant deferral / active EE | $2,525 | $3,986-36.7% | $5,016-49.7% | $4,296-41.2% |
| Admin fee / account holder | $1,870 | $8,431-77.8% | $11,033-83.0% | $6,918-73.0% |