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 | $112,048 | $202,432-44.6% | $169,368-33.8% | $139,434-19.6% |
| Participation rate | 60.0% | 81.1%-21.1pp | 77.1%-17.1pp | 80.3%-20.3pp |
| Annual return | 8.18% | 531.74%-523.6pp | 405.60%-397.4pp | 372.94%-364.8pp |
| Employer contribution / active EE | $3,468 | $4,692-26.1% | $4,013-13.6% | $4,751-27.0% |
| Participant deferral / active EE | $10,910 | $6,938+57.2% | $6,221+75.4% | $6,710+62.6% |
| Admin fee / account holder | $15,364 | $10,708+43.5% | $9,003+70.6% | $11,403+34.7% |