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 | $155,667 | $89,753+73.4% | $107,525+44.8% | $84,808+83.6% |
| Participation rate | 62.3% | 68.1%-5.8pp | 75.1%-12.8pp | 68.3%-6.0pp |
| Annual return | 4.80% | 29.48%-24.7pp | 181.32%-176.5pp | 40.90%-36.1pp |
| Employer contribution / active EE | $1,105 | $3,113-64.5% | $3,754-70.6% | $2,631-58.0% |
| Participant deferral / active EE | $4,829 | $4,056+19.1% | $5,116-5.6% | $4,212+14.7% |
| Admin fee / account holder | $23,304 | $7,222+222.7% | $8,919+161.3% | $7,344+217.3% |