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 | $112,306 | $60,892+84.4% | $82,389+36.3% | $84,808+32.4% |
| Participation rate | 47.8% | 63.3%-15.5pp | 69.5%-21.8pp | 68.3%-20.5pp |
| Annual return | 11.96% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,661 | $1,779-6.7% | $2,517-34.0% | $2,631-36.9% |
| Participant deferral / active EE | $4,000 | $3,179+25.8% | $4,155-3.7% | $4,212-5.0% |
| Admin fee / account holder | $13,362 | $5,467+144.4% | $7,231+84.8% | $7,344+82.0% |