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 | $115,390 | $77,164+49.5% | $178,014-35.2% | $80,874+42.7% |
| Participation rate | 46.4% | 65.7%-19.3pp | 77.1%-30.7pp | 67.6%-21.2pp |
| Annual return | 9.63% | 18.09%-8.5pp | 294.80%-285.2pp | 35.62%-26.0pp |
| Employer contribution / active EE | $869 | $2,288-62.0% | $3,950-78.0% | $2,756-68.5% |
| Participant deferral / active EE | $3,776 | $4,408-14.3% | $6,276-39.8% | $4,297-12.1% |
| Admin fee / account holder | $7,431 | $7,164+3.7% | $10,362-28.3% | $6,935+7.2% |