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 | $156,734 | $52,279+199.8% | $89,391+75.3% | $79,858+96.3% |
| Participation rate | 18.5% | 57.5%-39.0pp | 68.0%-49.5pp | 69.6%-51.1pp |
| Annual return | 8.90% | 22.16%-13.3pp | 245.62%-236.7pp | 31.71%-22.8pp |
| Employer contribution / active EE | $1,540 | $1,572-2.0% | $2,586-40.4% | $2,471-37.7% |
| Participant deferral / active EE | $2,184 | $2,740-20.3% | $3,890-43.8% | $3,740-41.6% |
| Admin fee / account holder | $4,465 | $3,356+33.0% | $4,881-8.5% | $5,306-15.9% |