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 | $146,624 | $49,922+193.7% | $80,569+82.0% | $75,163+95.1% |
| Participation rate | 52.0% | 55.3%-3.3pp | 67.0%-15.0pp | 67.2%-15.2pp |
| Annual return | 8.11% | 34.69%-26.6pp | 935.43%-927.3pp | 160.62%-152.5pp |
| Employer contribution / active EE | $1,973 | $1,698+16.2% | $2,723-27.6% | $2,670-26.1% |
| Participant deferral / active EE | $6,106 | $2,990+104.2% | $4,447+37.3% | $4,125+48.0% |
| Admin fee / account holder | $2,104 | $3,577-41.2% | $5,377-60.9% | $5,651-62.8% |