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 | $175,039 | $74,888+133.7% | $71,209+145.8% | $142,382+22.9% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.1%-16.5pp |
| Annual return | 12.76% | 345.14%-332.4pp | 282.51%-269.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,181 | $2,854-58.6% | $2,721-56.6% | $4,299-72.5% |
| Participant deferral / active EE | $3,313 | $4,454-25.6% | $4,175-20.7% | $6,507-49.1% |
| Admin fee / account holder | $4,095 | $5,568-26.5% | $5,349-23.4% | $12,624-67.6% |