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 | $180,113 | $232,540-22.5% | $185,117-2.7% | $147,584+22.0% |
| Participation rate | 50.0% | 82.4%-32.4pp | 77.3%-27.3pp | 82.8%-32.8pp |
| Annual return | 6.54% | 43.03%-36.5pp | 40.50%-34.0pp | 578.55%-572.0pp |
| Employer contribution / active EE | $834 | $5,195-84.0% | $4,182-80.1% | $4,876-82.9% |
| Participant deferral / active EE | $7,300 | $5,834+25.1% | $5,045+44.7% | $5,439+34.2% |
| Admin fee / account holder | $1,244 | $10,275-87.9% | $8,159-84.8% | $10,885-88.6% |