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 | $220,577 | $80,968+172.4% | $96,544+128.5% | $75,163+193.5% |
| Participation rate | 57.7% | 71.8%-14.1pp | 76.0%-18.3pp | 67.2%-9.5pp |
| Annual return | 12.33% | 27.06%-14.7pp | 25.84%-13.5pp | 160.62%-148.3pp |
| Employer contribution / active EE | $1,031 | $2,282-54.8% | $2,965-65.2% | $2,670-61.4% |
| Participant deferral / active EE | $3,406 | $3,928-13.3% | $4,851-29.8% | $4,125-17.4% |
| Admin fee / account holder | $1,301 | $6,724-80.7% | $8,252-84.2% | $5,651-77.0% |