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 | $227,389 | $73,933+207.6% | $96,683+135.2% | $75,163+202.5% |
| Participation rate | 39.4% | 66.4%-27.0pp | 74.3%-34.9pp | 67.2%-27.8pp |
| Annual return | 12.95% | 26.70%-13.8pp | 35.69%-22.7pp | 160.62%-147.7pp |
| Employer contribution / active EE | $1,048 | $2,928-64.2% | $3,737-72.0% | $2,670-60.7% |
| Participant deferral / active EE | $1,692 | $3,659-53.8% | $4,878-65.3% | $4,125-59.0% |
| Admin fee / account holder | $624 | $5,216-88.0% | $6,730-90.7% | $5,651-89.0% |