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 | $149,849 | $109,413+37.0% | $156,263-4.1% | $84,808+76.7% |
| Participation rate | 57.5% | 72.7%-15.2pp | 78.9%-21.4pp | 68.3%-10.8pp |
| Annual return | 12.37% | 20.18%-7.8pp | 59.47%-47.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $972 | $2,907-66.6% | $4,333-77.6% | $2,631-63.1% |
| Participant deferral / active EE | $2,305 | $4,590-49.8% | $6,158-62.6% | $4,212-45.3% |
| Admin fee / account holder | $4,218 | $9,357-54.9% | $14,255-70.4% | $7,344-42.6% |