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 | $213,050 | $110,261+93.2% | $95,745+122.5% | $139,434+52.8% |
| Participation rate | 61.5% | 75.8%-14.2pp | 72.3%-10.7pp | 80.3%-18.8pp |
| Annual return | 6.46% | 27.11%-20.6pp | 28.35%-21.9pp | 372.94%-366.5pp |
| Employer contribution / active EE | $2,376 | $3,257-27.1% | $2,835-16.2% | $4,751-50.0% |
| Participant deferral / active EE | $2,479 | $4,676-47.0% | $4,245-41.6% | $6,710-63.1% |
| Admin fee / account holder | $5,366 | $6,613-18.9% | $5,678-5.5% | $11,403-52.9% |