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 | $227,663 | $80,968+181.2% | $96,544+135.8% | $75,163+202.9% |
| Participation rate | 26.5% | 71.8%-45.3pp | 76.0%-49.5pp | 67.2%-40.7pp |
| Annual return | 10.61% | 27.06%-16.5pp | 25.84%-15.2pp | 160.62%-150.0pp |
| Employer contribution / active EE | $1,599 | $2,282-29.9% | $2,965-46.1% | $2,670-40.1% |
| Participant deferral / active EE | $3,922 | $3,928-0.2% | $4,851-19.2% | $4,125-4.9% |
| Admin fee / account holder | $17,120 | $6,724+154.6% | $8,252+107.5% | $5,651+203.0% |