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 | $112,223 | $63,764+76.0% | $81,930+37.0% | $79,858+40.5% |
| Participation rate | 32.7% | 67.5%-34.8pp | 72.0%-39.3pp | 69.6%-37.0pp |
| Annual return | 8.36% | 22.66%-14.3pp | 29.49%-21.1pp | 31.71%-23.4pp |
| Employer contribution / active EE | $661 | $1,795-63.2% | $4,310-84.7% | $2,471-73.2% |
| Participant deferral / active EE | $1,968 | $2,780-29.2% | $7,107-72.3% | $3,740-47.4% |
| Admin fee / account holder | $1,663 | $4,426-62.4% | $5,158-67.8% | $5,306-68.7% |