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 | $160,675 | $106,515+50.8% | $96,683+66.2% | $139,434+15.2% |
| Participation rate | 55.6% | 77.8%-22.3pp | 74.3%-18.8pp | 80.3%-24.8pp |
| Annual return | 1.28% | 38.43%-37.1pp | 35.69%-34.4pp | 372.94%-371.7pp |
| Employer contribution / active EE | $2,438 | $4,103-40.6% | $3,737-34.8% | $4,751-48.7% |
| Participant deferral / active EE | $9,696 | $5,454+77.8% | $4,878+98.8% | $6,710+44.5% |
| Admin fee / account holder | $13,514 | $7,877+71.6% | $6,730+100.8% | $11,403+18.5% |