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 | $182,510 | $98,750+84.8% | $149,696+21.9% | $79,858+128.5% |
| Participation rate | 62.7% | 75.8%-13.1pp | 82.5%-19.8pp | 69.6%-6.9pp |
| Annual return | 11.82% | 27.43%-15.6pp | 276.60%-264.8pp | 31.71%-19.9pp |
| Employer contribution / active EE | $1,266 | $3,216-60.6% | $4,644-72.7% | $2,471-48.8% |
| Participant deferral / active EE | $5,109 | $5,680-10.1% | $6,842-25.3% | $3,740+36.6% |
| Admin fee / account holder | $6,328 | $6,053+4.6% | $9,309-32.0% | $5,306+19.3% |