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 | $199,020 | $114,381+74.0% | $107,525+85.1% | $142,382+39.8% |
| Participation rate | 68.4% | 78.1%-9.7pp | 75.1%-6.7pp | 80.1%-11.7pp |
| Annual return | 9.76% | 242.71%-232.9pp | 181.32%-171.6pp | 217.08%-207.3pp |
| Employer contribution / active EE | $2,427 | $4,015-39.6% | $3,754-35.4% | $4,299-43.6% |
| Participant deferral / active EE | $7,769 | $5,564+39.6% | $5,116+51.9% | $6,507+19.4% |
| Admin fee / account holder | $2,564 | $9,860-74.0% | $8,919-71.3% | $12,624-79.7% |