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 | $238,573 | $105,181+126.8% | $159,436+49.6% | $85,850+177.9% |
| Participation rate | 65.5% | 75.8%-10.3pp | 82.8%-17.3pp | 69.3%-3.8pp |
| Annual return | 10.69% | 45.07%-34.4pp | 263.57%-252.9pp | 318.53%-307.8pp |
| Employer contribution / active EE | $2,534 | $3,318-23.6% | $4,829-47.5% | $2,565-1.2% |
| Participant deferral / active EE | $6,279 | $5,945+5.6% | $7,352-14.6% | $3,952+58.9% |
| Admin fee / account holder | $47,539 | $6,933+585.7% | $10,799+340.2% | $6,260+659.4% |