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 | $172,671 | $106,749+61.8% | $145,433+18.7% | $82,448+109.4% |
| Participation rate | 29.3% | 75.6%-46.4pp | 82.1%-52.9pp | 68.1%-38.8pp |
| Annual return | 14.17% | 27.59%-13.4pp | 66.58%-52.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,095 | $3,444-39.2% | $4,554-54.0% | $2,551-17.9% |
| Participant deferral / active EE | $4,691 | $6,519-28.0% | $7,897-40.6% | $4,139+13.3% |
| Admin fee / account holder | $10,134 | $8,390+20.8% | $13,129-22.8% | $7,234+40.1% |