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 | $120,428 | $118,849+1.3% | $96,562+24.7% | $167,490-28.1% |
| Participation rate | 61.9% | 75.5%-13.6pp | 69.8%-7.9pp | 82.1%-20.2pp |
| Annual return | 7.63% | 50.49%-42.9pp | 37.78%-30.2pp | 478.56%-470.9pp |
| Employer contribution / active EE | $1,062 | $3,120-66.0% | $2,356-54.9% | $4,837-78.0% |
| Participant deferral / active EE | $2,610 | $4,616-43.5% | $3,849-32.2% | $6,341-58.8% |
| Admin fee / account holder | $1,046 | $8,065-87.0% | $6,181-83.1% | $12,309-91.5% |