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 | $122,555 | $209,336-41.5% | $197,124-37.8% | $137,256-10.7% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.28% | 48.09%-36.8pp | 44.34%-33.1pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,891 | $6,591-71.3% | $6,227-69.6% | $4,156-54.5% |
| Participant deferral / active EE | $8,737 | $9,614-9.1% | $9,135-4.4% | $6,407+36.4% |
| Admin fee / account holder | $531 | $17,308-96.9% | $16,298-96.7% | $12,270-95.7% |