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 | $171,786 | $114,381+50.2% | $107,525+59.8% | $142,382+20.7% |
| Participation rate | 52.6% | 78.1%-25.5pp | 75.1%-22.4pp | 80.1%-27.5pp |
| Annual return | 11.41% | 242.71%-231.3pp | 181.32%-169.9pp | 217.08%-205.7pp |
| Employer contribution / active EE | $2,322 | $4,015-42.2% | $3,754-38.1% | $4,299-46.0% |
| Participant deferral / active EE | $4,222 | $5,564-24.1% | $5,116-17.5% | $6,507-35.1% |
| Admin fee / account holder | $3,215 | $9,860-67.4% | $8,919-64.0% | $12,624-74.5% |