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 | $79,187 | $65,409+21.1% | $98,442-19.6% | $85,850-7.8% |
| Participation rate | 52.3% | 65.0%-12.7pp | 73.3%-21.1pp | 69.3%-17.0pp |
| Annual return | 11.02% | 21.76%-10.7pp | 1492.73%-1481.7pp | 318.53%-307.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,960-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,382 | $3,166+70.0% | $4,276+25.9% | $3,952+36.2% |
| Admin fee / account holder | $3,244 | $4,593-29.4% | $5,949-45.5% | $6,260-48.2% |