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 | $112,136 | $73,933+51.7% | $96,683+16.0% | $75,163+49.2% |
| Participation rate | 32.4% | 66.4%-34.0pp | 74.3%-41.9pp | 67.2%-34.8pp |
| Annual return | 11.93% | 26.70%-14.8pp | 35.69%-23.8pp | 160.62%-148.7pp |
| Employer contribution / active EE | $1,649 | $2,928-43.7% | $3,737-55.9% | $2,670-38.2% |
| Participant deferral / active EE | $2,095 | $3,659-42.7% | $4,878-57.0% | $4,125-49.2% |
| Admin fee / account holder | $15,658 | $5,216+200.2% | $6,730+132.7% | $5,651+177.1% |