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 | $232,407 | $86,929+167.4% | $102,423+126.9% | $80,856+187.4% |
| Participation rate | 35.0% | 72.4%-37.4pp | 76.5%-41.5pp | 67.6%-32.6pp |
| Annual return | 9.96% | 18.88%-8.9pp | 29.32%-19.4pp | 35.59%-25.6pp |
| Employer contribution / active EE | $1,412 | $2,369-40.4% | $3,023-53.3% | $2,755-48.7% |
| Participant deferral / active EE | $2,087 | $4,118-49.3% | $5,053-58.7% | $4,296-51.4% |
| Admin fee / account holder | $17,919 | $8,049+122.6% | $9,451+89.6% | $6,918+159.0% |