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 | $176,444 | $72,277+144.1% | $101,248+74.3% | $79,858+120.9% |
| Participation rate | 57.9% | 68.5%-10.6pp | 75.8%-17.9pp | 69.6%-11.7pp |
| Annual return | 7.17% | 22.30%-15.1pp | 46.47%-39.3pp | 31.71%-24.5pp |
| Employer contribution / active EE | $1,723 | $2,692-36.0% | $3,660-52.9% | $2,471-30.3% |
| Participant deferral / active EE | $2,814 | $3,282-14.3% | $4,370-35.6% | $3,740-24.8% |
| Admin fee / account holder | $5,121 | $4,400+16.4% | $5,945-13.9% | $5,306-3.5% |