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 | $184,383 | $100,970+82.6% | $96,576+90.9% | $137,256+34.3% |
| Participation rate | 66.7% | 82.6%-15.9pp | 81.4%-14.8pp | 80.0%-13.3pp |
| Annual return | 12.50% | 38.16%-25.7pp | 38.47%-26.0pp | 220.34%-207.8pp |
| Employer contribution / active EE | $2,899 | $3,809-23.9% | $3,553-18.4% | $4,156-30.3% |
| Participant deferral / active EE | $13,307 | $8,286+60.6% | $7,956+67.2% | $6,407+107.7% |
| Admin fee / account holder | $61,897 | $11,312+447.2% | $11,381+443.9% | $12,270+404.5% |