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 | $125,208 | $78,672+59.2% | $109,143+14.7% | $85,850+45.8% |
| Participation rate | 51.3% | 68.3%-17.0pp | 75.9%-24.6pp | 69.3%-18.0pp |
| Annual return | 8.77% | 25.09%-16.3pp | 25.75%-17.0pp | 318.53%-309.8pp |
| Employer contribution / active EE | $1,020 | $2,735-62.7% | $3,722-72.6% | $2,565-60.2% |
| Participant deferral / active EE | $2,830 | $3,467-18.4% | $4,653-39.2% | $3,952-28.4% |
| Admin fee / account holder | $14,384 | $5,469+163.0% | $6,752+113.0% | $6,260+129.8% |