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 | $77,449 | $183,519-57.8% | $155,509-50.2% | $145,922-46.9% |
| Participation rate | 45.0% | 82.7%-37.7pp | 78.2%-33.2pp | 80.3%-35.3pp |
| Annual return | 6.93% | 61.17%-54.2pp | 64.67%-57.7pp | 561.29%-554.4pp |
| Employer contribution / active EE | $1,870 | $5,313-64.8% | $4,672-60.0% | $4,660-59.9% |
| Participant deferral / active EE | $3,789 | $6,462-41.4% | $5,626-32.7% | $6,688-43.3% |
| Admin fee / account holder | $576 | $19,313-97.0% | $15,912-96.4% | $13,397-95.7% |