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 | $153,239 | $159,602-4.0% | $150,045+2.1% | $142,382+7.6% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.3%-39.5pp | 80.1%-37.3pp |
| Annual return | 6.60% | 70.24%-63.6pp | 62.55%-56.0pp | 217.08%-210.5pp |
| Employer contribution / active EE | $2,324 | $4,961-53.2% | $4,693-50.5% | $4,299-45.9% |
| Participant deferral / active EE | $5,079 | $8,310-38.9% | $7,997-36.5% | $6,507-21.9% |
| Admin fee / account holder | $24,385 | $14,846+64.3% | $13,435+81.5% | $12,624+93.2% |