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 | $134,577 | $74,888+79.7% | $71,209+89.0% | $142,382-5.5% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.1%-32.3pp |
| Annual return | 10.06% | 345.14%-335.1pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,921 | $2,854-32.7% | $2,721-29.4% | $4,299-55.3% |
| Participant deferral / active EE | $3,144 | $4,454-29.4% | $4,175-24.7% | $6,507-51.7% |
| Admin fee / account holder | $3,383 | $5,568-39.3% | $5,349-36.8% | $12,624-73.2% |