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 | $124,867 | $106,584+17.2% | $101,326+23.2% | $142,382-12.3% |
| Participation rate | 41.2% | 82.7%-41.5pp | 81.5%-40.3pp | 80.1%-38.9pp |
| Annual return | 9.37% | 36.93%-27.6pp | 36.82%-27.4pp | 217.08%-207.7pp |
| Employer contribution / active EE | $1,242 | $3,956-68.6% | $3,665-66.1% | $4,299-71.1% |
| Participant deferral / active EE | $2,955 | $8,297-64.4% | $7,994-63.0% | $6,507-54.6% |
| Admin fee / account holder | $61,928 | $11,446+441.0% | $11,185+453.7% | $12,624+390.6% |