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 | $164,469 | $111,754+47.2% | $103,333+59.2% | $145,922+12.7% |
| Participation rate | 62.5% | 77.9%-15.4pp | 74.5%-12.0pp | 80.3%-17.8pp |
| Annual return | 8.94% | 24.77%-15.8pp | 24.88%-15.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,769 | $4,212-58.0% | $3,868-54.3% | $4,660-62.0% |
| Participant deferral / active EE | $3,401 | $5,619-39.5% | $5,057-32.8% | $6,688-49.2% |
| Admin fee / account holder | $3,354 | $9,750-65.6% | $8,355-59.9% | $13,397-75.0% |