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 | $136,321 | $56,277+142.2% | $80,975+68.4% | $62,891+116.8% |
| Participation rate | 51.7% | 69.0%-17.2pp | 75.8%-24.1pp | 69.3%-17.6pp |
| Annual return | 5.40% | 22.12%-16.7pp | 17.10%-11.7pp | 20.14%-14.7pp |
| Employer contribution / active EE | $1,286 | $1,943-33.8% | $3,714-65.4% | $2,281-43.6% |
| Participant deferral / active EE | $4,951 | $4,195+18.0% | $5,696-13.1% | $3,203+54.6% |
| Admin fee / account holder | $11,674 | $3,741+212.1% | $5,516+111.7% | $4,296+171.8% |