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 | $203,434 | $91,552+122.2% | $133,956+51.9% | $79,858+154.7% |
| Participation rate | 53.1% | 73.3%-20.2pp | 79.8%-26.7pp | 69.6%-16.5pp |
| Annual return | 9.62% | 61.85%-52.2pp | 45.09%-35.5pp | 31.71%-22.1pp |
| Employer contribution / active EE | $3,384 | $2,384+42.0% | $3,919-13.6% | $2,471+37.0% |
| Participant deferral / active EE | $5,106 | $3,733+36.8% | $5,048+1.2% | $3,740+36.5% |
| Admin fee / account holder | $29,453 | $6,321+366.0% | $8,927+229.9% | $5,306+455.1% |