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 | $96,957 | $65,365+48.3% | $92,893+4.4% | $72,985+32.8% |
| Participation rate | 41.9% | 68.3%-26.4pp | 76.0%-34.1pp | 69.5%-27.6pp |
| Annual return | 15.18% | 42.10%-26.9pp | 109.41%-94.2pp | 81.00%-65.8pp |
| Employer contribution / active EE | $940 | $2,594-63.8% | $3,653-74.3% | $2,440-61.5% |
| Participant deferral / active EE | $1,783 | $3,128-43.0% | $4,236-57.9% | $3,607-50.6% |
| Admin fee / account holder | $4,370 | $4,251+2.8% | $5,794-24.6% | $5,124-14.7% |