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 | $229,930 | $159,602+44.1% | $150,045+53.2% | $142,382+61.5% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.3%-19.2pp | 80.1%-17.0pp |
| Annual return | 12.20% | 70.24%-58.0pp | 62.55%-50.3pp | 217.08%-204.9pp |
| Employer contribution / active EE | $2,194 | $4,961-55.8% | $4,693-53.3% | $4,299-49.0% |
| Participant deferral / active EE | $6,739 | $8,310-18.9% | $7,997-15.7% | $6,507+3.6% |
| Admin fee / account holder | $8,154 | $14,846-45.1% | $13,435-39.3% | $12,624-35.4% |