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 | $145,418 | $60,892+138.8% | $82,389+76.5% | $84,808+71.5% |
| Participation rate | 48.9% | 63.3%-14.4pp | 69.5%-20.7pp | 68.3%-19.4pp |
| Annual return | 11.98% | 37.29%-25.3pp | 28.67%-16.7pp | 40.90%-28.9pp |
| Employer contribution / active EE | $1,065 | $1,779-40.2% | $2,517-57.7% | $2,631-59.5% |
| Participant deferral / active EE | $3,720 | $3,179+17.0% | $4,155-10.5% | $4,212-11.7% |
| Admin fee / account holder | $12,895 | $5,467+135.9% | $7,231+78.3% | $7,344+75.6% |