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 | $150,528 | $177,572-15.2% | $154,803-2.8% | $142,382+5.7% |
| Participation rate | 61.1% | 82.1%-20.9pp | 78.1%-17.0pp | 80.1%-19.0pp |
| Annual return | 6.81% | 65.07%-58.3pp | 58.88%-52.1pp | 217.08%-210.3pp |
| Employer contribution / active EE | $8,090 | $4,810+68.2% | $4,305+87.9% | $4,299+88.2% |
| Participant deferral / active EE | $6,147 | $6,272-2.0% | $5,540+10.9% | $6,507-5.5% |
| Admin fee / account holder | $1,143 | $16,786-93.2% | $14,329-92.0% | $12,624-90.9% |