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 | $171,959 | $73,933+132.6% | $96,683+77.9% | $75,163+128.8% |
| Participation rate | 53.6% | 66.4%-12.9pp | 74.3%-20.8pp | 67.2%-13.6pp |
| Annual return | 10.07% | 26.70%-16.6pp | 35.69%-25.6pp | 160.62%-150.6pp |
| Employer contribution / active EE | $1,220 | $2,928-58.3% | $3,737-67.4% | $2,670-54.3% |
| Participant deferral / active EE | $3,260 | $3,659-10.9% | $4,878-33.2% | $4,125-21.0% |
| Admin fee / account holder | $4,195 | $5,216-19.6% | $6,730-37.7% | $5,651-25.8% |