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 | $222,102 | $153,772+44.4% | $133,980+65.8% | $273,961-18.9% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.1%-37.1pp | 83.0%-33.0pp |
| Annual return | -8.15% | 36.51%-44.7pp | 29.30%-37.4pp | 41.45%-49.6pp |
| Employer contribution / active EE | $10,250 | $6,029+70.0% | $5,211+96.7% | $4,869+110.5% |
| Participant deferral / active EE | $21,000 | $6,958+201.8% | $6,282+234.3% | $5,287+297.2% |
| Admin fee / account holder | $817 | $11,765-93.1% | $9,324-91.2% | $10,132-91.9% |