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 | $148,178 | $135,952+9.0% | $123,892+19.6% | $273,961-45.9% |
| Participation rate | 62.5% | 84.1%-21.6pp | 81.4%-18.9pp | 83.0%-20.5pp |
| Annual return | 2.01% | 56.63%-54.6pp | 47.52%-45.5pp | 41.45%-39.4pp |
| Employer contribution / active EE | $2,551 | $5,170-50.7% | $4,617-44.7% | $4,869-47.6% |
| Participant deferral / active EE | $9,604 | $6,343+51.4% | $5,984+60.5% | $5,287+81.7% |
| Admin fee / account holder | $1,860 | $9,817-81.1% | $8,357-77.7% | $10,132-81.6% |