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 | $185,116 | $99,877+85.3% | $84,966+117.9% | $145,922+26.9% |
| Participation rate | 61.9% | 74.1%-12.2pp | 67.5%-5.6pp | 80.3%-18.4pp |
| Annual return | 7.39% | 83.76%-76.4pp | 66.38%-59.0pp | 561.29%-553.9pp |
| Employer contribution / active EE | $2,467 | $3,231-23.7% | $2,727-9.5% | $4,660-47.1% |
| Participant deferral / active EE | $7,545 | $5,291+42.6% | $4,519+67.0% | $6,688+12.8% |
| Admin fee / account holder | $2,111 | $7,248-70.9% | $6,149-65.7% | $13,397-84.2% |