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 | $201,060 | $95,803+109.9% | $113,168+77.7% | $84,808+137.1% |
| Participation rate | 53.1% | 72.9%-19.7pp | 76.6%-23.4pp | 68.3%-15.2pp |
| Annual return | 10.01% | 25.00%-15.0pp | 24.27%-14.3pp | 40.90%-30.9pp |
| Employer contribution / active EE | $3,540 | $2,360+50.0% | $2,975+19.0% | $2,631+34.5% |
| Participant deferral / active EE | $5,564 | $4,242+31.2% | $5,107+9.0% | $4,212+32.1% |
| Admin fee / account holder | $1,708 | $8,989-81.0% | $12,068-85.8% | $7,344-76.7% |