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 | $115,696 | $53,127+117.8% | $86,590+33.6% | $70,131+65.0% |
| Participation rate | 32.0% | 65.3%-33.3pp | 73.5%-41.5pp | 69.5%-37.5pp |
| Annual return | 12.05% | 27.66%-15.6pp | 964.84%-952.8pp | 73.14%-61.1pp |
| Employer contribution / active EE | $1,234 | $2,068-40.3% | $2,839-56.5% | $2,342-47.3% |
| Participant deferral / active EE | $2,007 | $2,696-25.6% | $3,609-44.4% | $3,332-39.8% |
| Admin fee / account holder | $3,819 | $3,585+6.5% | $4,906-22.1% | $4,645-17.8% |