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 | $114,701 | $86,286+32.9% | $111,297+3.1% | $85,850+33.6% |
| Participation rate | 66.7% | 73.3%-6.7pp | 77.3%-10.6pp | 69.3%-2.6pp |
| Annual return | 9.57% | 19.99%-10.4pp | 54.65%-45.1pp | 318.53%-309.0pp |
| Employer contribution / active EE | $825 | $2,043-59.6% | $2,731-69.8% | $2,565-67.8% |
| Participant deferral / active EE | $3,248 | $3,641-10.8% | $4,487-27.6% | $3,952-17.8% |
| Admin fee / account holder | $2,317 | $8,188-71.7% | $7,964-70.9% | $6,260-63.0% |