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 | $121,296 | $89,753+35.1% | $107,525+12.8% | $84,808+43.0% |
| Participation rate | 39.3% | 68.1%-28.8pp | 75.1%-35.8pp | 68.3%-29.0pp |
| Annual return | 3.03% | 29.48%-26.5pp | 181.32%-178.3pp | 40.90%-37.9pp |
| Employer contribution / active EE | $1,630 | $3,113-47.7% | $3,754-56.6% | $2,631-38.1% |
| Participant deferral / active EE | $2,914 | $4,056-28.2% | $5,116-43.0% | $4,212-30.8% |
| Admin fee / account holder | $4,998 | $7,222-30.8% | $8,919-44.0% | $7,344-31.9% |