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 | $244,122 | $89,753+172.0% | $107,525+127.0% | $84,808+187.9% |
| Participation rate | 34.3% | 68.1%-33.8pp | 75.1%-40.8pp | 68.3%-34.0pp |
| Annual return | 10.30% | 29.48%-19.2pp | 181.32%-171.0pp | 40.90%-30.6pp |
| Employer contribution / active EE | $1,379 | $3,113-55.7% | $3,754-63.3% | $2,631-47.6% |
| Participant deferral / active EE | $3,555 | $4,056-12.4% | $5,116-30.5% | $4,212-15.6% |
| Admin fee / account holder | $4,572 | $7,222-36.7% | $8,919-48.7% | $7,344-37.7% |