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 | $166,689 | $155,788+7.0% | $124,672+33.7% | $167,490-0.5% |
| Participation rate | 40.0% | 81.1%-41.1pp | 74.6%-34.6pp | 82.1%-42.1pp |
| Annual return | 8.79% | 17.97%-9.2pp | 5142.93%-5134.1pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,211 | $4,163-70.9% | $3,324-63.6% | $4,837-75.0% |
| Participant deferral / active EE | $3,111 | $5,673-45.2% | $4,614-32.6% | $6,341-50.9% |
| Admin fee / account holder | $7,077 | $9,531-25.7% | $7,493-5.6% | $12,309-42.5% |