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 | $127,556 | $89,355+42.8% | $141,162-9.6% | $72,985+74.8% |
| Participation rate | 65.4% | 75.1%-9.7pp | 82.5%-17.1pp | 69.5%-4.1pp |
| Annual return | 17.79% | 111.85%-94.1pp | 71.39%-53.6pp | 81.00%-63.2pp |
| Employer contribution / active EE | $2,426 | $3,114-22.1% | $4,735-48.8% | $2,440-0.6% |
| Participant deferral / active EE | $3,904 | $5,418-27.9% | $6,709-41.8% | $3,607+8.2% |
| Admin fee / account holder | $4,087 | $5,958-31.4% | $10,261-60.2% | $5,124-20.3% |