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 | $228,282 | $135,952+67.9% | $123,892+84.3% | $273,961-16.7% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 2.05% | 56.63%-54.6pp | 47.52%-45.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $3,021 | $5,170-41.6% | $4,617-34.6% | $4,869-37.9% |
| Participant deferral / active EE | $11,218 | $6,343+76.9% | $5,984+87.5% | $5,287+112.2% |
| Admin fee / account holder | $13,537 | $9,817+37.9% | $8,357+62.0% | $10,132+33.6% |