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 | $123,131 | $81,233+51.6% | $155,567-20.9% | $80,874+52.3% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.8pp | 67.6%-23.2pp |
| Annual return | 8.41% | 33.33%-24.9pp | 64.74%-56.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $1,178 | $3,101-62.0% | $4,674-74.8% | $2,756-57.3% |
| Participant deferral / active EE | $2,709 | $3,452-21.5% | $5,628-51.9% | $4,297-37.0% |
| Admin fee / account holder | $5,078 | $7,998-36.5% | $15,916-68.1% | $6,935-26.8% |