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 | $156,774 | $148,978+5.2% | $200,582-21.8% | $84,808+84.9% |
| Participation rate | 68.8% | 84.2%-15.5pp | 86.9%-18.1pp | 68.3%+0.4pp |
| Annual return | 11.41% | 28.16%-16.8pp | 42.33%-30.9pp | 40.90%-29.5pp |
| Employer contribution / active EE | $2,484 | $4,815-48.4% | $6,419-61.3% | $2,631-5.6% |
| Participant deferral / active EE | $8,238 | $7,142+15.3% | $9,331-11.7% | $4,212+95.6% |
| Admin fee / account holder | $10,757 | $13,977-23.0% | $16,305-34.0% | $7,344+46.5% |