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 | $114,855 | $57,590+99.4% | $86,233+33.2% | $82,448+39.3% |
| Participation rate | 51.7% | 57.9%-6.1pp | 69.0%-17.3pp | 68.1%-16.3pp |
| Annual return | 9.01% | 22.41%-13.4pp | 61.39%-52.4pp | 41.64%-32.6pp |
| Employer contribution / active EE | $9,634 | $1,655+482.0% | $2,504+284.7% | $2,551+277.7% |
| Participant deferral / active EE | $7,163 | $3,080+132.6% | $4,559+57.1% | $4,139+73.0% |
| Admin fee / account holder | $140,441 | $4,730+2868.9% | $8,342+1583.5% | $7,234+1841.3% |