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 | $96,493 | $58,512+64.9% | $84,015+14.9% | $72,985+32.2% |
| Participation rate | 45.7% | 61.2%-15.6pp | 69.0%-23.4pp | 69.5%-23.8pp |
| Annual return | 1.99% | 28.93%-26.9pp | 71.31%-69.3pp | 81.00%-79.0pp |
| Employer contribution / active EE | $851 | $1,163-26.8% | $1,983-57.1% | $2,440-65.1% |
| Participant deferral / active EE | $3,458 | $2,394+44.5% | $3,239+6.8% | $3,607-4.1% |
| Admin fee / account holder | $3,105 | $4,569-32.0% | $6,101-49.1% | $5,124-39.4% |