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 | $100,931 | $104,974-3.9% | $95,585+5.6% | $142,382-29.1% |
| Participation rate | 42.9% | 75.0%-32.1pp | 72.1%-29.2pp | 80.1%-37.3pp |
| Annual return | 10.16% | 210.33%-200.2pp | 38.56%-28.4pp | 217.08%-206.9pp |
| Employer contribution / active EE | $1,259 | $2,779-54.7% | $2,527-50.2% | $4,299-70.7% |
| Participant deferral / active EE | $1,573 | $4,352-63.9% | $4,023-60.9% | $6,507-75.8% |
| Admin fee / account holder | $1,757 | $6,386-72.5% | $6,127-71.3% | $12,624-86.1% |