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 | $208,650 | $114,381+82.4% | $107,525+94.0% | $142,382+46.5% |
| Participation rate | 46.7% | 78.1%-31.5pp | 75.1%-28.4pp | 80.1%-33.5pp |
| Annual return | 6.60% | 242.71%-236.1pp | 181.32%-174.7pp | 217.08%-210.5pp |
| Employer contribution / active EE | $1,438 | $4,015-64.2% | $3,754-61.7% | $4,299-66.5% |
| Participant deferral / active EE | $1,637 | $5,564-70.6% | $5,116-68.0% | $6,507-74.8% |
| Admin fee / account holder | $4,291 | $9,860-56.5% | $8,919-51.9% | $12,624-66.0% |