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 | $117,171 | $93,571+25.2% | $135,903-13.8% | $75,163+55.9% |
| Participation rate | 62.9% | 75.2%-12.3pp | 81.9%-19.0pp | 67.2%-4.3pp |
| Annual return | 10.49% | 30.90%-20.4pp | 68.23%-57.7pp | 160.62%-150.1pp |
| Employer contribution / active EE | $1,093 | $3,537-69.1% | $4,856-77.5% | $2,670-59.0% |
| Participant deferral / active EE | $3,504 | $6,404-45.3% | $7,758-54.8% | $4,125-15.1% |
| Admin fee / account holder | $4,746 | $6,975-32.0% | $10,762-55.9% | $5,651-16.0% |