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 | $128,923 | $68,719+87.6% | $91,541+40.8% | $84,808+52.0% |
| Participation rate | 35.4% | 64.5%-29.1pp | 69.8%-34.3pp | 68.3%-32.9pp |
| Annual return | 12.54% | 19.12%-6.6pp | 20.50%-8.0pp | 40.90%-28.4pp |
| Employer contribution / active EE | $594 | $1,920-69.1% | $2,505-76.3% | $2,631-77.4% |
| Participant deferral / active EE | $1,790 | $3,136-42.9% | $4,008-55.3% | $4,212-57.5% |
| Admin fee / account holder | $399 | $5,786-93.1% | $6,956-94.3% | $7,344-94.6% |