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 | $229,176 | $124,319+84.3% | $111,297+105.9% | $167,490+36.8% |
| Participation rate | 66.7% | 79.6%-12.9pp | 77.3%-10.6pp | 82.1%-15.4pp |
| Annual return | 7.72% | 37.44%-29.7pp | 54.65%-46.9pp | 478.56%-470.8pp |
| Employer contribution / active EE | $2,380 | $3,435-30.7% | $2,731-12.8% | $4,837-50.8% |
| Participant deferral / active EE | $1,839 | $5,180-64.5% | $4,487-59.0% | $6,341-71.0% |
| Admin fee / account holder | $11,437 | $10,618+7.7% | $7,964+43.6% | $12,309-7.1% |