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 | $155,931 | $109,413+42.5% | $156,263-0.2% | $84,808+83.9% |
| Participation rate | 65.9% | 72.7%-6.8pp | 78.9%-13.1pp | 68.3%-2.5pp |
| Annual return | 10.03% | 20.18%-10.2pp | 59.47%-49.4pp | 40.90%-30.9pp |
| Employer contribution / active EE | $2,048 | $2,907-29.5% | $4,333-52.7% | $2,631-22.1% |
| Participant deferral / active EE | $5,406 | $4,590+17.8% | $6,158-12.2% | $4,212+28.4% |
| Admin fee / account holder | $11,728 | $9,357+25.3% | $14,255-17.7% | $7,344+59.7% |