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 | $238,657 | $117,983+102.3% | $101,794+134.5% | $142,382+67.6% |
| Participation rate | 22.2% | 74.2%-52.0pp | 69.2%-47.0pp | 80.1%-57.9pp |
| Annual return | 3.08% | 36.92%-33.8pp | 30.53%-27.4pp | 217.08%-214.0pp |
| Employer contribution / active EE | $1,111 | $2,773-59.9% | $2,289-51.5% | $4,299-74.2% |
| Participant deferral / active EE | $6,889 | $4,714+46.1% | $4,084+68.7% | $6,507+5.9% |
| Admin fee / account holder | $955 | $10,433-90.8% | $8,777-89.1% | $12,624-92.4% |