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 | $114,190 | $49,922+128.7% | $80,569+41.7% | $75,163+51.9% |
| Participation rate | 56.0% | 55.3%+0.7pp | 67.0%-11.0pp | 67.2%-11.2pp |
| Annual return | 13.14% | 34.69%-21.6pp | 935.43%-922.3pp | 160.62%-147.5pp |
| Employer contribution / active EE | $365 | $1,698-78.5% | $2,723-86.6% | $2,670-86.3% |
| Participant deferral / active EE | $2,194 | $2,990-26.6% | $4,447-50.7% | $4,125-46.8% |
| Admin fee / account holder | $5,532 | $3,577+54.7% | $5,377+2.9% | $5,651-2.1% |