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 | $137,941 | $78,672+75.3% | $109,143+26.4% | $85,850+60.7% |
| Participation rate | 35.9% | 68.3%-32.3pp | 75.9%-39.9pp | 69.3%-33.4pp |
| Annual return | 11.18% | 25.09%-13.9pp | 25.75%-14.6pp | 318.53%-307.4pp |
| Employer contribution / active EE | $1,907 | $2,735-30.3% | $3,722-48.8% | $2,565-25.7% |
| Participant deferral / active EE | $5,435 | $3,467+56.8% | $4,653+16.8% | $3,952+37.5% |
| Admin fee / account holder | $2,238 | $5,469-59.1% | $6,752-66.9% | $6,260-64.2% |