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 | $101,589 | $109,817-7.5% | $98,442+3.2% | $167,490-39.3% |
| Participation rate | 55.0% | 75.8%-20.8pp | 73.3%-18.3pp | 82.1%-27.1pp |
| Annual return | 8.74% | 1956.69%-1947.9pp | 1492.73%-1484.0pp | 478.56%-469.8pp |
| Employer contribution / active EE | $2,301 | $3,224-28.6% | $2,960-22.3% | $4,837-52.4% |
| Participant deferral / active EE | $3,045 | $4,673-34.8% | $4,276-28.8% | $6,341-52.0% |
| Admin fee / account holder | $812 | $6,753-88.0% | $5,949-86.4% | $12,309-93.4% |