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 | $162,766 | $56,053+190.4% | $75,972+114.2% | $80,856+101.3% |
| Participation rate | 55.6% | 62.0%-6.5pp | 69.1%-13.5pp | 67.6%-12.1pp |
| Annual return | 9.81% | 20.53%-10.7pp | 359.55%-349.7pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,069 | $1,874+10.4% | $2,685-22.9% | $2,755-24.9% |
| Participant deferral / active EE | $5,548 | $3,052+81.8% | $4,255+30.4% | $4,296+29.1% |
| Admin fee / account holder | $4,592 | $5,234-12.3% | $6,467-29.0% | $6,918-33.6% |