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 | $183,569 | $109,413+67.8% | $156,263+17.5% | $84,808+116.5% |
| Participation rate | 63.0% | 72.7%-9.7pp | 78.9%-15.9pp | 68.3%-5.3pp |
| Annual return | 10.48% | 20.18%-9.7pp | 59.47%-49.0pp | 40.90%-30.4pp |
| Employer contribution / active EE | $1,483 | $2,907-49.0% | $4,333-65.8% | $2,631-43.6% |
| Participant deferral / active EE | $6,352 | $4,590+38.4% | $6,158+3.1% | $4,212+50.8% |
| Admin fee / account holder | $21,494 | $9,357+129.7% | $14,255+50.8% | $7,344+192.7% |