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 | $158,747 | $95,416+66.4% | $185,823-14.6% | $85,850+84.9% |
| Participation rate | 63.3% | 68.8%-5.4pp | 81.7%-18.4pp | 69.3%-6.0pp |
| Annual return | 11.15% | 23.59%-12.4pp | 122.05%-110.9pp | 318.53%-307.4pp |
| Employer contribution / active EE | $3,033 | $3,314-8.5% | $5,167-41.3% | $2,565+18.3% |
| Participant deferral / active EE | $5,769 | $3,423+68.5% | $5,568+3.6% | $3,952+46.0% |
| Admin fee / account holder | $1,086 | $7,213-84.9% | $16,237-93.3% | $6,260-82.6% |