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 | $198,504 | $159,602+24.4% | $150,045+32.3% | $142,382+39.4% |
| Participation rate | 45.5% | 84.0%-38.5pp | 82.3%-36.9pp | 80.1%-34.7pp |
| Annual return | 9.92% | 70.24%-60.3pp | 62.55%-52.6pp | 217.08%-207.2pp |
| Employer contribution / active EE | $1,880 | $4,961-62.1% | $4,693-60.0% | $4,299-56.3% |
| Participant deferral / active EE | $7,466 | $8,310-10.2% | $7,997-6.6% | $6,507+14.7% |
| Admin fee / account holder | $1,714 | $14,846-88.5% | $13,435-87.2% | $12,624-86.4% |