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 | $123,771 | $81,460+51.9% | $103,333+19.8% | $80,856+53.1% |
| Participation rate | 14.3% | 66.8%-52.6pp | 74.5%-60.2pp | 67.6%-53.4pp |
| Annual return | 9.05% | 25.55%-16.5pp | 24.88%-15.8pp | 35.59%-26.5pp |
| Employer contribution / active EE | $1,072 | $3,105-65.5% | $3,868-72.3% | $2,755-61.1% |
| Participant deferral / active EE | $3,256 | $3,869-15.8% | $5,057-35.6% | $4,296-24.2% |
| Admin fee / account holder | $4,032 | $6,566-38.6% | $8,355-51.7% | $6,918-41.7% |