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 | $214,364 | $54,705+291.9% | $71,209+201.0% | $84,808+152.8% |
| Participation rate | 36.0% | 64.1%-28.1pp | 73.8%-37.8pp | 68.3%-32.3pp |
| Annual return | 12.36% | 35.90%-23.5pp | 282.51%-270.1pp | 40.90%-28.5pp |
| Employer contribution / active EE | $1,260 | $2,158-41.6% | $2,721-53.7% | $2,631-52.1% |
| Participant deferral / active EE | $1,755 | $3,030-42.1% | $4,175-58.0% | $4,212-58.3% |
| Admin fee / account holder | $27,449 | $4,863+464.4% | $5,349+413.2% | $7,344+273.8% |