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 | $154,041 | $64,480+138.9% | $81,382+89.3% | $80,856+90.5% |
| Participation rate | 31.3% | 63.9%-32.6pp | 69.5%-38.2pp | 67.6%-36.4pp |
| Annual return | 9.90% | 16.34%-6.4pp | 24.73%-14.8pp | 35.59%-25.7pp |
| Employer contribution / active EE | $808 | $1,978-59.1% | $2,463-67.2% | $2,755-70.7% |
| Participant deferral / active EE | $1,957 | $3,094-36.8% | $3,883-49.6% | $4,296-54.5% |
| Admin fee / account holder | $1,194 | $5,671-78.9% | $5,768-79.3% | $6,918-82.7% |