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 | $103,787 | $57,281+81.2% | $86,612+19.8% | $75,163+38.1% |
| Participation rate | 64.3% | 63.2%+1.1pp | 71.7%-7.4pp | 67.2%-2.9pp |
| Annual return | 5.19% | 2670.75%-2665.6pp | 591.07%-585.9pp | 160.62%-155.4pp |
| Employer contribution / active EE | $1,322 | $2,314-42.9% | $3,022-56.3% | $2,670-50.5% |
| Participant deferral / active EE | $4,091 | $3,318+23.3% | $4,438-7.8% | $4,125-0.8% |
| Admin fee / account holder | $1,893 | $4,112-54.0% | $5,614-66.3% | $5,651-66.5% |