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 | $139,048 | $109,359+27.1% | $162,163-14.3% | $72,985+90.5% |
| Participation rate | 35.7% | 84.3%-48.5pp | 87.6%-51.8pp | 69.5%-33.8pp |
| Annual return | 17.14% | 25.46%-8.3pp | 115.59%-98.5pp | 81.00%-63.9pp |
| Employer contribution / active EE | $2,077 | $3,907-46.8% | $5,614-63.0% | $2,440-14.9% |
| Participant deferral / active EE | $3,685 | $5,481-32.8% | $7,298-49.5% | $3,607+2.1% |
| Admin fee / account holder | $2,435 | $7,972-69.5% | $10,843-77.5% | $5,124-52.5% |