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 | $224,776 | $201,272+11.7% | $184,203+22.0% | $145,922+54.0% |
| Participation rate | 54.5% | 87.5%-32.9pp | 86.8%-32.3pp | 80.3%-25.7pp |
| Annual return | 8.94% | 29.00%-20.1pp | 28.81%-19.9pp | 561.29%-552.3pp |
| Employer contribution / active EE | $1,712 | $7,022-75.6% | $6,427-73.4% | $4,660-63.3% |
| Participant deferral / active EE | $5,494 | $9,806-44.0% | $9,131-39.8% | $6,688-17.9% |
| Admin fee / account holder | $2,055 | $16,364-87.4% | $13,901-85.2% | $13,397-84.7% |