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 | $196,099 | $106,584+84.0% | $101,326+93.5% | $142,382+37.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 81.5%-14.8pp | 80.1%-13.5pp |
| Annual return | 11.73% | 36.93%-25.2pp | 36.82%-25.1pp | 217.08%-205.3pp |
| Employer contribution / active EE | $7,108 | $3,956+79.7% | $3,665+93.9% | $4,299+65.3% |
| Participant deferral / active EE | $33,198 | $8,297+300.1% | $7,994+315.3% | $6,507+410.2% |
| Admin fee / account holder | $4,987 | $11,446-56.4% | $11,185-55.4% | $12,624-60.5% |