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 | $128,534 | $67,411+90.7% | $91,001+41.2% | $70,131+83.3% |
| Participation rate | 32.3% | 71.4%-39.1pp | 75.6%-43.3pp | 69.5%-37.3pp |
| Annual return | 12.09% | -40.16%+52.2pp | 4.60%+7.5pp | 73.14%-61.1pp |
| Employer contribution / active EE | $995 | $1,786-44.3% | $2,456-59.5% | $2,342-57.5% |
| Participant deferral / active EE | $2,603 | $2,823-7.8% | $3,547-26.6% | $3,332-21.9% |
| Admin fee / account holder | $343 | $4,236-91.9% | $5,417-93.7% | $4,645-92.6% |