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 | $117,799 | $88,751+32.7% | $81,812+44.0% | $145,922-19.3% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.3%-34.8pp | 80.3%-42.8pp |
| Annual return | 7.26% | 1025.40%-1018.1pp | 773.79%-766.5pp | 561.29%-554.0pp |
| Employer contribution / active EE | $1,355 | $3,083-56.0% | $2,912-53.5% | $4,660-70.9% |
| Participant deferral / active EE | $3,991 | $4,643-14.0% | $4,319-7.6% | $6,688-40.3% |
| Admin fee / account holder | $18,306 | $8,415+117.5% | $7,386+147.9% | $13,397+36.6% |