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 | $152,964 | $83,369+83.5% | $105,223+45.4% | $67,986+125.0% |
| Participation rate | 59.1% | 56.3%+2.8pp | 75.0%-15.9pp | 57.2%+1.9pp |
| Annual return | 11.79% | 24.64%-12.9pp | 180.65%-168.9pp | 31.67%-19.9pp |
| Employer contribution / active EE | $1,616 | $2,541-36.4% | $3,689-56.2% | $2,019-19.9% |
| Participant deferral / active EE | $3,346 | $3,295+1.5% | $5,072-34.0% | $3,358-0.4% |
| Admin fee / account holder | $30,638 | $4,073+652.3% | $8,859+245.8% | $3,203+856.5% |