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 | $141,458 | $106,515+32.8% | $96,683+46.3% | $139,434+1.5% |
| Participation rate | 61.5% | 77.8%-16.3pp | 74.3%-12.8pp | 80.3%-18.8pp |
| Annual return | 5.23% | 38.43%-33.2pp | 35.69%-30.5pp | 372.94%-367.7pp |
| Employer contribution / active EE | $1,399 | $4,103-65.9% | $3,737-62.6% | $4,751-70.5% |
| Participant deferral / active EE | $3,360 | $5,454-38.4% | $4,878-31.1% | $6,710-49.9% |
| Admin fee / account holder | $1,284 | $7,877-83.7% | $6,730-80.9% | $11,403-88.7% |