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 | $132,723 | $74,888+77.2% | $71,209+86.4% | $142,382-6.8% |
| Participation rate | 62.5% | 76.2%-13.7pp | 73.8%-11.3pp | 80.1%-17.6pp |
| Annual return | 9.99% | 345.14%-335.1pp | 282.51%-272.5pp | 217.08%-207.1pp |
| Employer contribution / active EE | $1,309 | $2,854-54.2% | $2,721-51.9% | $4,299-69.6% |
| Participant deferral / active EE | $4,726 | $4,454+6.1% | $4,175+13.2% | $6,507-27.4% |
| Admin fee / account holder | $16,219 | $5,568+191.3% | $5,349+203.2% | $12,624+28.5% |