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 | $163,313 | $217,402-24.9% | $185,823-12.1% | $167,490-2.5% |
| Participation rate | 43.8% | 86.0%-42.3pp | 81.7%-38.0pp | 82.1%-38.4pp |
| Annual return | 8.72% | 148.36%-139.6pp | 122.05%-113.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,602 | $5,873-72.7% | $5,167-69.0% | $4,837-66.9% |
| Participant deferral / active EE | $5,032 | $6,356-20.8% | $5,568-9.6% | $6,341-20.6% |
| Admin fee / account holder | $4,281 | $19,811-78.4% | $16,237-73.6% | $12,309-65.2% |