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 | $228,280 | $107,334+112.7% | $92,893+145.7% | $152,861+49.3% |
| Participation rate | 62.5% | 79.8%-17.3pp | 76.0%-13.5pp | 82.4%-19.9pp |
| Annual return | 7.50% | 145.58%-138.1pp | 109.41%-101.9pp | 345.32%-337.8pp |
| Employer contribution / active EE | $1,314 | $4,221-68.9% | $3,653-64.0% | $4,762-72.4% |
| Participant deferral / active EE | $4,420 | $4,845-8.8% | $4,236+4.3% | $5,850-24.4% |
| Admin fee / account holder | $26,306 | $7,079+271.6% | $5,794+354.0% | $11,596+126.8% |