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 | $232,845 | $185,822+25.3% | $169,993+37.0% | $139,434+67.0% |
| Participation rate | 66.7% | 87.8%-21.1pp | 87.0%-20.3pp | 80.3%-13.7pp |
| Annual return | 6.23% | 60.50%-54.3pp | 53.37%-47.1pp | 372.94%-366.7pp |
| Employer contribution / active EE | $2,427 | $7,590-68.0% | $6,785-64.2% | $4,751-48.9% |
| Participant deferral / active EE | $14,833 | $11,622+27.6% | $10,408+42.5% | $6,710+121.1% |
| Admin fee / account holder | $20,192 | $15,381+31.3% | $12,815+57.6% | $11,403+77.1% |