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 | $75,836 | $74,888+1.3% | $71,209+6.5% | $142,382-46.7% |
| Participation rate | 36.4% | 76.2%-39.9pp | 73.8%-37.4pp | 80.1%-43.8pp |
| Annual return | 11.85% | 345.14%-333.3pp | 282.51%-270.7pp | 217.08%-205.2pp |
| Employer contribution / active EE | $1,434 | $2,854-49.8% | $2,721-47.3% | $4,299-66.6% |
| Participant deferral / active EE | $2,118 | $4,454-52.5% | $4,175-49.3% | $6,507-67.5% |
| Admin fee / account holder | $8,266 | $5,568+48.4% | $5,349+54.5% | $12,624-34.5% |