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 | $178,943 | $148,534+20.5% | $135,903+31.7% | $139,434+28.3% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 6.96% | 79.19%-72.2pp | 68.23%-61.3pp | 372.94%-366.0pp |
| Employer contribution / active EE | $6,683 | $5,243+27.5% | $4,856+37.6% | $4,751+40.7% |
| Participant deferral / active EE | $5,185 | $8,100-36.0% | $7,758-33.2% | $6,710-22.7% |
| Admin fee / account holder | $15,789 | $12,400+27.3% | $10,762+46.7% | $11,403+38.5% |