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 | $210,751 | $95,803+120.0% | $113,168+86.2% | $84,808+148.5% |
| Participation rate | 31.4% | 72.9%-41.4pp | 76.6%-45.1pp | 68.3%-36.9pp |
| Annual return | 11.72% | 25.00%-13.3pp | 24.27%-12.5pp | 40.90%-29.2pp |
| Employer contribution / active EE | $1,196 | $2,360-49.3% | $2,975-59.8% | $2,631-54.6% |
| Participant deferral / active EE | $3,159 | $4,242-25.5% | $5,107-38.1% | $4,212-25.0% |
| Admin fee / account holder | $24,293 | $8,989+170.3% | $12,068+101.3% | $7,344+230.8% |