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 | $189,505 | $64,324+194.6% | $118,925+59.3% | $79,858+137.3% |
| Participation rate | 29.0% | 64.9%-35.8pp | 75.4%-46.4pp | 69.6%-40.6pp |
| Annual return | 9.68% | 86.45%-76.8pp | 35.88%-26.2pp | 31.71%-22.0pp |
| Employer contribution / active EE | $1,265 | $1,836-31.1% | $3,263-61.2% | $2,471-48.8% |
| Participant deferral / active EE | $2,867 | $2,824+1.5% | $4,265-32.8% | $3,740-23.4% |
| Admin fee / account holder | $12,644 | $4,040+213.0% | $6,581+92.1% | $5,306+138.3% |