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 | $165,458 | $209,411-21.0% | $178,490-7.3% | $158,922+4.1% |
| Participation rate | 37.5% | 86.3%-48.8pp | 81.9%-44.4pp | 82.0%-44.5pp |
| Annual return | 5.75% | 188.75%-183.0pp | 151.07%-145.3pp | 302.83%-297.1pp |
| Employer contribution / active EE | $2,765 | $5,706-51.5% | $5,011-44.8% | $4,761-41.9% |
| Participant deferral / active EE | $11,203 | $5,954+88.2% | $5,202+115.4% | $5,982+87.3% |
| Admin fee / account holder | $13,152 | $17,074-23.0% | $13,984-6.0% | $11,246+16.9% |