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 | $107,377 | $65,365+64.3% | $92,893+15.6% | $72,985+47.1% |
| Participation rate | 57.9% | 68.3%-10.4pp | 76.0%-18.1pp | 69.5%-11.6pp |
| Annual return | 11.71% | 42.10%-30.4pp | 109.41%-97.7pp | 81.00%-69.3pp |
| Employer contribution / active EE | $1,573 | $2,594-39.4% | $3,653-56.9% | $2,440-35.5% |
| Participant deferral / active EE | $3,361 | $3,128+7.4% | $4,236-20.7% | $3,607-6.8% |
| Admin fee / account holder | $4,078 | $4,251-4.1% | $5,794-29.6% | $5,124-20.4% |