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 | $163,966 | $102,317+60.3% | $146,958+11.6% | $80,856+102.8% |
| Participation rate | 60.5% | 75.8%-15.3pp | 82.2%-21.6pp | 67.6%-7.1pp |
| Annual return | 9.78% | 134.76%-125.0pp | 418.34%-408.6pp | 35.59%-25.8pp |
| Employer contribution / active EE | $2,123 | $3,713-42.8% | $4,933-57.0% | $2,755-22.9% |
| Participant deferral / active EE | $7,870 | $6,644+18.5% | $8,070-2.5% | $4,296+83.2% |
| Admin fee / account holder | $5,534 | $7,941-30.3% | $12,998-57.4% | $6,918-20.0% |