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 | $77,755 | $74,888+3.8% | $71,209+9.2% | $142,382-45.4% |
| Participation rate | 68.4% | 76.2%-7.8pp | 73.8%-5.3pp | 80.1%-11.7pp |
| Annual return | 9.31% | 345.14%-335.8pp | 282.51%-273.2pp | 217.08%-207.8pp |
| Employer contribution / active EE | $2,132 | $2,854-25.3% | $2,721-21.7% | $4,299-50.4% |
| Participant deferral / active EE | $5,463 | $4,454+22.6% | $4,175+30.8% | $6,507-16.0% |
| Admin fee / account holder | $30,160 | $5,568+441.6% | $5,349+463.9% | $12,624+138.9% |