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 | $198,011 | $110,261+79.6% | $95,745+106.8% | $139,434+42.0% |
| Participation rate | 50.0% | 75.8%-25.8pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 7.83% | 27.11%-19.3pp | 28.35%-20.5pp | 372.94%-365.1pp |
| Employer contribution / active EE | $4,333 | $3,257+33.0% | $2,835+52.9% | $4,751-8.8% |
| Participant deferral / active EE | $1,107 | $4,676-76.3% | $4,245-73.9% | $6,710-83.5% |
| Admin fee / account holder | $22,487 | $6,613+240.0% | $5,678+296.0% | $11,403+97.2% |