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 | $111,219 | $95,266+16.7% | $82,389+35.0% | $142,382-21.9% |
| Participation rate | 28.6% | 74.5%-45.9pp | 69.5%-41.0pp | 80.1%-51.5pp |
| Annual return | 10.00% | 25.74%-15.7pp | 28.67%-18.7pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,561 | $2,991-47.8% | $2,517-38.0% | $4,299-63.7% |
| Participant deferral / active EE | $2,702 | $4,809-43.8% | $4,155-35.0% | $6,507-58.5% |
| Admin fee / account holder | $11,978 | $8,563+39.9% | $7,231+65.7% | $12,624-5.1% |