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 | $177,865 | $103,376+72.1% | $87,100+104.2% | $152,861+16.4% |
| Participation rate | 60.0% | 79.3%-19.3pp | 76.9%-16.9pp | 82.4%-22.4pp |
| Annual return | 5.21% | 28.10%-22.9pp | 28.19%-23.0pp | 345.32%-340.1pp |
| Employer contribution / active EE | $7,957 | $3,220+147.1% | $2,521+215.6% | $4,762+67.1% |
| Participant deferral / active EE | $8,092 | $4,778+69.4% | $4,049+99.9% | $5,850+38.3% |
| Admin fee / account holder | $16,669 | $12,205+36.6% | $7,497+122.3% | $11,596+43.7% |