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 | $190,333 | $106,515+78.7% | $96,683+96.9% | $139,434+36.5% |
| Participation rate | 29.2% | 77.8%-48.7pp | 74.3%-45.2pp | 80.3%-51.2pp |
| Annual return | 10.85% | 38.43%-27.6pp | 35.69%-24.8pp | 372.94%-362.1pp |
| Employer contribution / active EE | $1,549 | $4,103-62.2% | $3,737-58.5% | $4,751-67.4% |
| Participant deferral / active EE | $2,691 | $5,454-50.7% | $4,878-44.8% | $6,710-59.9% |
| Admin fee / account holder | $61,793 | $7,877+684.5% | $6,730+818.2% | $11,403+441.9% |