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 | $127,775 | $54,541+134.3% | $78,778+62.2% | $70,131+82.2% |
| Participation rate | 28.1% | 60.8%-32.7pp | 69.2%-41.1pp | 69.5%-41.4pp |
| Annual return | 12.05% | 21.07%-9.0pp | 35.62%-23.6pp | 73.14%-61.1pp |
| Employer contribution / active EE | $282 | $1,089-74.1% | $1,986-85.8% | $2,342-88.0% |
| Participant deferral / active EE | $1,658 | $2,210-25.0% | $2,958-43.9% | $3,332-50.2% |
| Admin fee / account holder | $1,673 | $3,709-54.9% | $5,134-67.4% | $4,645-64.0% |