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 | $156,417 | $124,281+25.9% | $109,143+43.3% | $167,490-6.6% |
| Participation rate | 60.0% | 79.4%-19.4pp | 75.9%-15.9pp | 82.1%-22.1pp |
| Annual return | 7.87% | 26.04%-18.2pp | 25.75%-17.9pp | 478.56%-470.7pp |
| Employer contribution / active EE | $9,275 | $4,207+120.5% | $3,722+149.2% | $4,837+91.7% |
| Participant deferral / active EE | $9,756 | $5,255+85.6% | $4,653+109.7% | $6,341+53.8% |
| Admin fee / account holder | $777 | $7,970-90.2% | $6,752-88.5% | $12,309-93.7% |