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 | $180,689 | $94,625+91.0% | $116,228+55.5% | $84,808+113.1% |
| Participation rate | 58.7% | 70.4%-11.8pp | 74.6%-15.9pp | 68.3%-9.6pp |
| Annual return | 10.34% | 20.40%-10.1pp | 90.06%-79.7pp | 40.90%-30.6pp |
| Employer contribution / active EE | $2,344 | $2,347-0.1% | $2,994-21.7% | $2,631-10.9% |
| Participant deferral / active EE | $4,022 | $3,972+1.3% | $4,953-18.8% | $4,212-4.5% |
| Admin fee / account holder | $39,278 | $10,091+289.2% | $11,989+227.6% | $7,344+434.8% |