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 | $140,298 | $98,750+42.1% | $149,696-6.3% | $79,858+75.7% |
| Participation rate | 62.1% | 75.8%-13.7pp | 82.5%-20.4pp | 69.6%-7.6pp |
| Annual return | 8.04% | 27.43%-19.4pp | 276.60%-268.6pp | 31.71%-23.7pp |
| Employer contribution / active EE | $1,845 | $3,216-42.6% | $4,644-60.3% | $2,471-25.3% |
| Participant deferral / active EE | $5,394 | $5,680-5.0% | $6,842-21.2% | $3,740+44.2% |
| Admin fee / account holder | $14,644 | $6,053+141.9% | $9,309+57.3% | $5,306+176.0% |