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 | $118,641 | $102,317+16.0% | $146,958-19.3% | $80,856+46.7% |
| Participation rate | 57.1% | 75.8%-18.7pp | 82.2%-25.0pp | 67.6%-10.5pp |
| Annual return | 9.60% | 134.76%-125.2pp | 418.34%-408.7pp | 35.59%-26.0pp |
| Employer contribution / active EE | $1,829 | $3,713-50.8% | $4,933-62.9% | $2,755-33.6% |
| Participant deferral / active EE | $3,415 | $6,644-48.6% | $8,070-57.7% | $4,296-20.5% |
| Admin fee / account holder | $4,423 | $7,941-44.3% | $12,998-66.0% | $6,918-36.1% |