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 | $148,904 | $114,381+30.2% | $107,525+38.5% | $142,382+4.6% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.1%-5.8pp | 80.1%-10.9pp |
| Annual return | 7.98% | 242.71%-234.7pp | 181.32%-173.3pp | 217.08%-209.1pp |
| Employer contribution / active EE | $1,713 | $4,015-57.3% | $3,754-54.4% | $4,299-60.1% |
| Participant deferral / active EE | $6,535 | $5,564+17.4% | $5,116+27.7% | $6,507+0.4% |
| Admin fee / account holder | $3,281 | $9,860-66.7% | $8,919-63.2% | $12,624-74.0% |