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 | $123,161 | $54,541+125.8% | $78,778+56.3% | $70,131+75.6% |
| Participation rate | 67.5% | 60.8%+6.7pp | 69.2%-1.7pp | 69.5%-2.0pp |
| Annual return | 9.15% | 21.07%-11.9pp | 35.62%-26.5pp | 73.14%-64.0pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,391 | $2,210-37.1% | $2,958-53.0% | $3,332-58.2% |
| Admin fee / account holder | $7,636 | $3,709+105.9% | $5,134+48.7% | $4,645+64.4% |