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 | $210,486 | $176,812+19.0% | $146,665+43.5% | $167,490+25.7% |
| Participation rate | 60.0% | 83.6%-23.6pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 8.42% | 24.03%-15.6pp | 22.74%-14.3pp | 478.56%-470.1pp |
| Employer contribution / active EE | $2,576 | $5,160-50.1% | $4,136-37.7% | $4,837-46.7% |
| Participant deferral / active EE | $4,560 | $6,440-29.2% | $5,506-17.2% | $6,341-28.1% |
| Admin fee / account holder | $2,929 | $13,259-77.9% | $10,280-71.5% | $12,309-76.2% |