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 | $164,145 | $135,952+20.7% | $123,892+32.5% | $273,961-40.1% |
| Participation rate | 63.6% | 84.1%-20.4pp | 81.4%-17.8pp | 83.0%-19.4pp |
| Annual return | 1.47% | 56.63%-55.2pp | 47.52%-46.0pp | 41.45%-40.0pp |
| Employer contribution / active EE | $1,555 | $5,170-69.9% | $4,617-66.3% | $4,869-68.1% |
| Participant deferral / active EE | $8,407 | $6,343+32.5% | $5,984+40.5% | $5,287+59.0% |
| Admin fee / account holder | $955 | $9,817-90.3% | $8,357-88.6% | $10,132-90.6% |