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 | $144,178 | $101,724+41.7% | $164,813-12.5% | $80,856+78.3% |
| Participation rate | 63.2% | 71.8%-8.7pp | 78.6%-15.4pp | 67.6%-4.5pp |
| Annual return | 9.83% | 16.72%-6.9pp | 69.93%-60.1pp | 35.59%-25.8pp |
| Employer contribution / active EE | $1,675 | $2,953-43.3% | $4,341-61.4% | $2,755-39.2% |
| Participant deferral / active EE | $2,978 | $4,477-33.5% | $6,031-50.6% | $4,296-30.7% |
| Admin fee / account holder | $6,464 | $8,227-21.4% | $12,690-49.1% | $6,918-6.6% |