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 | $168,660 | $101,724+65.8% | $164,813+2.3% | $80,856+108.6% |
| Participation rate | 38.3% | 71.8%-33.5pp | 78.6%-40.3pp | 67.6%-29.3pp |
| Annual return | 10.04% | 16.72%-6.7pp | 69.93%-59.9pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,340 | $2,953-54.6% | $4,341-69.1% | $2,755-51.3% |
| Participant deferral / active EE | $3,186 | $4,477-28.8% | $6,031-47.2% | $4,296-25.8% |
| Admin fee / account holder | $2,142 | $8,227-74.0% | $12,690-83.1% | $6,918-69.0% |