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 | $153,332 | $91,552+67.5% | $133,956+14.5% | $79,858+92.0% |
| Participation rate | 35.8% | 73.3%-37.5pp | 79.8%-44.0pp | 69.6%-33.8pp |
| Annual return | 8.33% | 61.85%-53.5pp | 45.09%-36.8pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,172 | $2,384-50.8% | $3,919-70.1% | $2,471-52.6% |
| Participant deferral / active EE | $3,123 | $3,733-16.4% | $5,048-38.1% | $3,740-16.5% |
| Admin fee / account holder | $8,561 | $6,321+35.4% | $8,927-4.1% | $5,306+61.3% |