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 | $122,303 | $209,411-41.6% | $178,490-31.5% | $158,922-23.0% |
| Participation rate | 53.3% | 86.3%-33.0pp | 81.9%-28.6pp | 82.0%-28.6pp |
| Annual return | 5.04% | 188.75%-183.7pp | 151.07%-146.0pp | 302.83%-297.8pp |
| Employer contribution / active EE | $2,180 | $5,706-61.8% | $5,011-56.5% | $4,761-54.2% |
| Participant deferral / active EE | $8,565 | $5,954+43.9% | $5,202+64.7% | $5,982+43.2% |
| Admin fee / account holder | $1,446 | $17,074-91.5% | $13,984-89.7% | $11,246-87.1% |