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 | $198,955 | $163,101+22.0% | $136,749+45.5% | $142,382+39.7% |
| Participation rate | 35.7% | 78.2%-42.5pp | 72.1%-36.4pp | 80.1%-44.4pp |
| Annual return | 7.19% | 27.54%-20.4pp | 24.33%-17.1pp | 217.08%-209.9pp |
| Employer contribution / active EE | $0 | $4,117-100.0% | $3,400-100.0% | $4,299-100.0% |
| Participant deferral / active EE | $1,334 | $5,585-76.1% | $4,692-71.6% | $6,507-79.5% |
| Admin fee / account holder | $1,839 | $14,318-87.2% | $11,386-83.9% | $12,624-85.4% |