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 | $201,867 | $91,538+120.5% | $129,995+55.3% | $75,163+168.6% |
| Participation rate | 40.0% | 71.4%-31.4pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 10.96% | -631.11%+642.1pp | -137.18%+148.1pp | 160.62%-149.7pp |
| Employer contribution / active EE | $2,260 | $2,845-20.6% | $4,320-47.7% | $2,670-15.3% |
| Participant deferral / active EE | $5,178 | $4,341+19.3% | $5,820-11.0% | $4,125+25.5% |
| Admin fee / account holder | $3,068 | $6,790-54.8% | $10,614-71.1% | $5,651-45.7% |