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 | $97,117 | $57,016+70.3% | $84,966+14.3% | $80,856+20.1% |
| Participation rate | 47.2% | 56.3%-9.1pp | 67.5%-20.3pp | 67.6%-20.4pp |
| Annual return | 9.76% | 21.66%-11.9pp | 66.38%-56.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $740 | $1,798-58.8% | $2,727-72.9% | $2,755-73.1% |
| Participant deferral / active EE | $2,959 | $3,110-4.8% | $4,519-34.5% | $4,296-31.1% |
| Admin fee / account holder | $2,186 | $4,980-56.1% | $6,149-64.4% | $6,918-68.4% |