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 | $136,466 | $183,519-25.6% | $155,509-12.2% | $145,922-6.5% |
| Participation rate | 23.1% | 82.7%-59.6pp | 78.2%-55.1pp | 80.3%-57.2pp |
| Annual return | 7.77% | 61.17%-53.4pp | 64.67%-56.9pp | 561.29%-553.5pp |
| Employer contribution / active EE | $1,482 | $5,313-72.1% | $4,672-68.3% | $4,660-68.2% |
| Participant deferral / active EE | $5,737 | $6,462-11.2% | $5,626+2.0% | $6,688-14.2% |
| Admin fee / account holder | $821 | $19,313-95.7% | $15,912-94.8% | $13,397-93.9% |