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 | $155,725 | $112,729+38.1% | $98,716+57.8% | $137,256+13.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 69.3%-2.6pp | 80.0%-13.3pp |
| Annual return | 5.79% | 38.48%-32.7pp | 31.81%-26.0pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,160 | $2,725-57.4% | $2,279-49.1% | $4,156-72.1% |
| Participant deferral / active EE | $2,617 | $4,640-43.6% | $4,048-35.4% | $6,407-59.2% |
| Admin fee / account holder | $1,227 | $10,129-87.9% | $8,703-85.9% | $12,270-90.0% |