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 | $114,126 | $80,717+41.4% | $154,803-26.3% | $84,808+34.6% |
| Participation rate | 39.3% | 66.8%-27.5pp | 78.1%-38.7pp | 68.3%-29.0pp |
| Annual return | 12.98% | 37.96%-25.0pp | 58.88%-45.9pp | 40.90%-27.9pp |
| Employer contribution / active EE | $994 | $2,761-64.0% | $4,305-76.9% | $2,631-62.2% |
| Participant deferral / active EE | $2,587 | $3,303-21.7% | $5,540-53.3% | $4,212-38.6% |
| Admin fee / account holder | $7,382 | $6,746+9.4% | $14,329-48.5% | $7,344+0.5% |