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 | $81,676 | $109,817-25.6% | $98,442-17.0% | $167,490-51.2% |
| Participation rate | 60.0% | 75.8%-15.8pp | 73.3%-13.3pp | 82.1%-22.1pp |
| Annual return | 5.92% | 1956.69%-1950.8pp | 1492.73%-1486.8pp | 478.56%-472.6pp |
| Employer contribution / active EE | $3,139 | $3,224-2.6% | $2,960+6.1% | $4,837-35.1% |
| Participant deferral / active EE | $5,549 | $4,673+18.7% | $4,276+29.8% | $6,341-12.5% |
| Admin fee / account holder | $2,500 | $6,753-63.0% | $5,949-58.0% | $12,309-79.7% |