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 | $145,233 | $90,348+60.7% | $75,972+91.2% | $145,922-0.5% |
| Participation rate | 62.5% | 74.5%-12.0pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 7.74% | 620.88%-613.1pp | 359.55%-351.8pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,449 | $3,311-56.2% | $2,685-46.0% | $4,660-68.9% |
| Participant deferral / active EE | $3,836 | $5,162-25.7% | $4,255-9.9% | $6,688-42.6% |
| Admin fee / account holder | $3,999 | $8,467-52.8% | $6,467-38.2% | $13,397-70.2% |