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 | $139,720 | $54,705+155.4% | $71,209+96.2% | $84,808+64.7% |
| Participation rate | 51.8% | 64.1%-12.3pp | 73.8%-22.0pp | 68.3%-16.5pp |
| Annual return | 10.56% | 35.90%-25.3pp | 282.51%-271.9pp | 40.90%-30.3pp |
| Employer contribution / active EE | $612 | $2,158-71.6% | $2,721-77.5% | $2,631-76.7% |
| Participant deferral / active EE | $1,646 | $3,030-45.7% | $4,175-60.6% | $4,212-60.9% |
| Admin fee / account holder | $2,501 | $4,863-48.6% | $5,349-53.2% | $7,344-65.9% |