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 | $118,807 | $74,888+58.6% | $71,209+66.8% | $142,382-16.6% |
| Participation rate | 42.1% | 76.2%-34.1pp | 73.8%-31.6pp | 80.1%-38.0pp |
| Annual return | 8.73% | 345.14%-336.4pp | 282.51%-273.8pp | 217.08%-208.3pp |
| Employer contribution / active EE | $923 | $2,854-67.7% | $2,721-66.1% | $4,299-78.5% |
| Participant deferral / active EE | $2,199 | $4,454-50.6% | $4,175-47.3% | $6,507-66.2% |
| Admin fee / account holder | $543 | $5,568-90.2% | $5,349-89.8% | $12,624-95.7% |