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 | $200,538 | $104,974+91.0% | $95,585+109.8% | $142,382+40.8% |
| Participation rate | 42.1% | 75.0%-32.9pp | 72.1%-30.0pp | 80.1%-38.0pp |
| Annual return | 8.29% | 210.33%-202.0pp | 38.56%-30.3pp | 217.08%-208.8pp |
| Employer contribution / active EE | $1,571 | $2,779-43.5% | $2,527-37.8% | $4,299-63.5% |
| Participant deferral / active EE | $3,441 | $4,352-20.9% | $4,023-14.5% | $6,507-47.1% |
| Admin fee / account holder | $2,685 | $6,386-57.9% | $6,127-56.2% | $12,624-78.7% |