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 | $187,543 | $81,233+130.9% | $155,567+20.6% | $80,874+131.9% |
| Participation rate | 66.7% | 66.2%+0.4pp | 78.2%-11.5pp | 67.6%-1.0pp |
| Annual return | 10.46% | 33.33%-22.9pp | 64.74%-54.3pp | 35.62%-25.2pp |
| Employer contribution / active EE | $2,534 | $3,101-18.3% | $4,674-45.8% | $2,756-8.0% |
| Participant deferral / active EE | $5,309 | $3,452+53.8% | $5,628-5.7% | $4,297+23.5% |
| Admin fee / account holder | $1,491 | $7,998-81.4% | $15,916-90.6% | $6,935-78.5% |