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 | $240,116 | $74,927+220.5% | $101,794+135.9% | $84,808+183.1% |
| Participation rate | 48.1% | 61.4%-13.3pp | 69.2%-21.0pp | 68.3%-20.2pp |
| Annual return | 10.44% | 18.70%-8.3pp | 30.53%-20.1pp | 40.90%-30.5pp |
| Employer contribution / active EE | $986 | $1,522-35.2% | $2,289-56.9% | $2,631-62.5% |
| Participant deferral / active EE | $1,512 | $3,099-51.2% | $4,084-63.0% | $4,212-64.1% |
| Admin fee / account holder | $2,165 | $6,514-66.8% | $8,777-75.3% | $7,344-70.5% |