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 | $133,807 | $214,378-37.6% | $200,582-33.3% | $142,382-6.0% |
| Participation rate | 66.7% | 87.4%-20.8pp | 86.9%-20.2pp | 80.1%-13.5pp |
| Annual return | 10.04% | 46.41%-36.4pp | 42.33%-32.3pp | 217.08%-207.0pp |
| Employer contribution / active EE | $3,683 | $6,841-46.2% | $6,419-42.6% | $4,299-14.3% |
| Participant deferral / active EE | $7,787 | $9,865-21.1% | $9,331-16.5% | $6,507+19.7% |
| Admin fee / account holder | $59,706 | $17,692+237.5% | $16,305+266.2% | $12,624+373.0% |