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 | $210,277 | $124,281+69.2% | $109,143+92.7% | $167,490+25.5% |
| Participation rate | 54.5% | 79.4%-24.9pp | 75.9%-21.3pp | 82.1%-27.6pp |
| Annual return | 7.19% | 26.04%-18.9pp | 25.75%-18.6pp | 478.56%-471.4pp |
| Employer contribution / active EE | $13,487 | $4,207+220.6% | $3,722+262.4% | $4,837+178.8% |
| Participant deferral / active EE | $5,416 | $5,255+3.1% | $4,653+16.4% | $6,341-14.6% |
| Admin fee / account holder | $28,815 | $7,970+261.6% | $6,752+326.8% | $12,309+134.1% |