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 5-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 | $126,398 | $114,381+10.5% | $107,525+17.6% | $142,382-11.2% |
| Participation rate | 33.3% | 78.1%-44.8pp | 75.1%-41.7pp | 80.1%-46.8pp |
| Annual return | 9.51% | 242.71%-233.2pp | 181.32%-171.8pp | 217.08%-207.6pp |
| Employer contribution / active EE | $989 | $4,015-75.4% | $3,754-73.6% | $4,299-77.0% |
| Participant deferral / active EE | $1,979 | $5,564-64.4% | $5,116-61.3% | $6,507-69.6% |
| Admin fee / account holder | $1,932 | $9,860-80.4% | $8,919-78.3% | $12,624-84.7% |