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 | $114,473 | $81,460+40.5% | $103,333+10.8% | $80,856+41.6% |
| Participation rate | 23.5% | 66.8%-43.3pp | 74.5%-51.0pp | 67.6%-44.1pp |
| Annual return | 9.57% | 25.55%-16.0pp | 24.88%-15.3pp | 35.59%-26.0pp |
| Employer contribution / active EE | $926 | $3,105-70.2% | $3,868-76.1% | $2,755-66.4% |
| Participant deferral / active EE | $2,064 | $3,869-46.6% | $5,057-59.2% | $4,296-52.0% |
| Admin fee / account holder | $1,234 | $6,566-81.2% | $8,355-85.2% | $6,918-82.2% |