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 | $158,275 | $77,503+104.2% | $100,391+57.7% | $80,856+95.7% |
| Participation rate | 38.7% | 76.9%-38.2pp | 81.5%-42.8pp | 67.6%-28.9pp |
| Annual return | 11.42% | 37.20%-25.8pp | 49.20%-37.8pp | 35.59%-24.2pp |
| Employer contribution / active EE | $362 | $2,801-87.1% | $3,942-90.8% | $2,755-86.9% |
| Participant deferral / active EE | $7,297 | $6,820+7.0% | $8,082-9.7% | $4,296+69.9% |
| Admin fee / account holder | $2,721 | $5,897-53.9% | $7,899-65.6% | $6,918-60.7% |