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 | $73,171 | $74,888-2.3% | $71,209+2.8% | $142,382-48.6% |
| Participation rate | 60.9% | 76.2%-15.4pp | 73.8%-12.9pp | 80.1%-19.3pp |
| Annual return | 11.80% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,546 | $2,854-10.8% | $2,721-6.4% | $4,299-40.8% |
| Participant deferral / active EE | $4,976 | $4,454+11.7% | $4,175+19.2% | $6,507-23.5% |
| Admin fee / account holder | $4,402 | $5,568-20.9% | $5,349-17.7% | $12,624-65.1% |