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 | $176,276 | $146,267+20.5% | $197,124-10.6% | $82,448+113.8% |
| Participation rate | 69.0% | 84.0%-15.1pp | 86.7%-17.7pp | 68.1%+0.9pp |
| Annual return | 12.10% | 29.61%-17.5pp | 44.34%-32.2pp | 41.64%-29.5pp |
| Employer contribution / active EE | $3,005 | $4,723-36.4% | $6,227-51.7% | $2,551+17.8% |
| Participant deferral / active EE | $6,078 | $7,035-13.6% | $9,135-33.5% | $4,139+46.8% |
| Admin fee / account holder | $9,147 | $14,422-36.6% | $16,298-43.9% | $7,234+26.4% |