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 | $176,776 | $74,888+136.1% | $71,209+148.2% | $142,382+24.2% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 12.93% | 345.14%-332.2pp | 282.51%-269.6pp | 217.08%-204.1pp |
| Employer contribution / active EE | $2,489 | $2,854-12.8% | $2,721-8.5% | $4,299-42.1% |
| Participant deferral / active EE | $9,802 | $4,454+120.1% | $4,175+134.8% | $6,507+50.6% |
| Admin fee / account holder | $1,671 | $5,568-70.0% | $5,349-68.8% | $12,624-86.8% |