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 | $134,667 | $71,050+89.5% | $93,606+43.9% | $80,856+66.6% |
| Participation rate | 51.9% | 60.4%-8.5pp | 68.7%-16.8pp | 67.6%-15.7pp |
| Annual return | 5.65% | 11.26%-5.6pp | 133.20%-127.5pp | 35.59%-29.9pp |
| Employer contribution / active EE | $1,129 | $1,564-27.8% | $2,420-53.4% | $2,755-59.0% |
| Participant deferral / active EE | $2,576 | $4,034-36.1% | $4,411-41.6% | $4,296-40.0% |
| Admin fee / account holder | $2,085 | $6,945-70.0% | $8,285-74.8% | $6,918-69.9% |