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 8-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 | $162,954 | $65,365+149.3% | $92,893+75.4% | $72,985+123.3% |
| Participation rate | 57.5% | 68.3%-10.8pp | 76.0%-18.5pp | 69.5%-12.0pp |
| Annual return | 6.32% | 42.10%-35.8pp | 109.41%-103.1pp | 81.00%-74.7pp |
| Employer contribution / active EE | $1,618 | $2,594-37.6% | $3,653-55.7% | $2,440-33.7% |
| Participant deferral / active EE | $2,690 | $3,128-14.0% | $4,236-36.5% | $3,607-25.4% |
| Admin fee / account holder | $685 | $4,251-83.9% | $5,794-88.2% | $5,124-86.6% |