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 | $88,466 | $54,705+61.7% | $71,209+24.2% | $84,808+4.3% |
| Participation rate | 51.6% | 64.1%-12.5pp | 73.8%-22.1pp | 68.3%-16.7pp |
| Annual return | 10.26% | 35.90%-25.6pp | 282.51%-272.3pp | 40.90%-30.6pp |
| Employer contribution / active EE | $484 | $2,158-77.6% | $2,721-82.2% | $2,631-81.6% |
| Participant deferral / active EE | $1,661 | $3,030-45.2% | $4,175-60.2% | $4,212-60.6% |
| Admin fee / account holder | $1,462 | $4,863-69.9% | $5,349-72.7% | $7,344-80.1% |