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 | $81,248+51.5% | $155,509-20.8% | $80,856+52.3% |
| Participation rate | 44.4% | 66.2%-21.8pp | 78.2%-33.7pp | 67.6%-23.2pp |
| Annual return | 8.41% | 33.31%-24.9pp | 64.67%-56.3pp | 35.59%-27.2pp |
| Employer contribution / active EE | $1,178 | $3,100-62.0% | $4,672-74.8% | $2,755-57.2% |
| Participant deferral / active EE | $2,709 | $3,452-21.5% | $5,626-51.9% | $4,296-36.9% |
| Admin fee / account holder | $5,078 | $7,997-36.5% | $15,912-68.1% | $6,918-26.6% |