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 | $34,576 | $177,572-80.5% | $154,803-77.7% | $142,382-75.7% |
| Participation rate | 62.5% | 82.1%-19.6pp | 78.1%-15.6pp | 80.1%-17.6pp |
| Annual return | 4.41% | 65.07%-60.7pp | 58.88%-54.5pp | 217.08%-212.7pp |
| Employer contribution / active EE | $7,972 | $4,810+65.7% | $4,305+85.1% | $4,299+85.4% |
| Participant deferral / active EE | $6,787 | $6,272+8.2% | $5,540+22.5% | $6,507+4.3% |
| Admin fee / account holder | $149,969 | $16,786+793.4% | $14,329+946.6% | $12,624+1088.0% |