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 | $110,881 | $157,256-29.5% | $141,162-21.5% | $152,861-27.5% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.4%-15.8pp |
| Annual return | 10.07% | 64.32%-54.3pp | 71.39%-61.3pp | 345.32%-335.2pp |
| Employer contribution / active EE | $3,147 | $5,261-40.2% | $4,735-33.5% | $4,762-33.9% |
| Participant deferral / active EE | $5,681 | $7,109-20.1% | $6,709-15.3% | $5,850-2.9% |
| Admin fee / account holder | $925 | $12,120-92.4% | $10,261-91.0% | $11,596-92.0% |