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 | $111,535+87.1% | $105,223+98.3% | $137,256+52.0% |
| Participation rate | 46.7% | 78.1%-31.4pp | 75.0%-28.4pp | 80.0%-33.3pp |
| Annual return | 6.60% | 237.85%-231.3pp | 180.65%-174.0pp | 220.34%-213.7pp |
| Employer contribution / active EE | $1,438 | $3,939-63.5% | $3,689-61.0% | $4,156-65.4% |
| Participant deferral / active EE | $1,637 | $5,500-70.2% | $5,072-67.7% | $6,407-74.4% |
| Admin fee / account holder | $4,291 | $9,721-55.9% | $8,859-51.6% | $12,270-65.0% |