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 | $116,267 | $81,446+42.8% | $103,374+12.5% | $80,874+43.8% |
| Participation rate | 46.8% | 66.9%-20.1pp | 74.5%-27.8pp | 67.6%-20.9pp |
| Annual return | 10.24% | 25.57%-15.3pp | 24.89%-14.7pp | 35.62%-25.4pp |
| Employer contribution / active EE | $1,254 | $3,107-59.6% | $3,869-67.6% | $2,756-54.5% |
| Participant deferral / active EE | $3,576 | $3,870-7.6% | $5,058-29.3% | $4,297-16.8% |
| Admin fee / account holder | $8,133 | $6,715+21.1% | $8,394-3.1% | $6,935+17.3% |