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 | $177,006 | $177,572-0.3% | $154,803+14.3% | $142,382+24.3% |
| Participation rate | 41.7% | 82.1%-40.4pp | 78.1%-36.4pp | 80.1%-38.5pp |
| Annual return | 11.16% | 65.07%-53.9pp | 58.88%-47.7pp | 217.08%-205.9pp |
| Employer contribution / active EE | $981 | $4,810-79.6% | $4,305-77.2% | $4,299-77.2% |
| Participant deferral / active EE | $2,515 | $6,272-59.9% | $5,540-54.6% | $6,507-61.3% |
| Admin fee / account holder | $3,305 | $16,786-80.3% | $14,329-76.9% | $12,624-73.8% |