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 | $134,600 | $45,312+197.1% | $86,233+56.1% | $67,986+98.0% |
| Participation rate | 16.3% | 42.4%-26.1pp | 69.0%-52.7pp | 57.2%-40.9pp |
| Annual return | 9.11% | 24.79%-15.7pp | 61.39%-52.3pp | 31.67%-22.6pp |
| Employer contribution / active EE | $679 | $1,160-41.4% | $2,504-72.9% | $2,019-66.4% |
| Participant deferral / active EE | $1,271 | $2,185-41.8% | $4,559-72.1% | $3,358-62.1% |
| Admin fee / account holder | $47,713 | $3,295+1348.1% | $8,342+472.0% | $3,203+1389.5% |