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 | $125,687 | $105,181+19.5% | $159,436-21.2% | $85,850+46.4% |
| Participation rate | 33.3% | 75.8%-42.4pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 12.22% | 45.07%-32.9pp | 263.57%-251.3pp | 318.53%-306.3pp |
| Employer contribution / active EE | $1,074 | $3,318-67.6% | $4,829-77.8% | $2,565-58.1% |
| Participant deferral / active EE | $2,959 | $5,945-50.2% | $7,352-59.7% | $3,952-25.1% |
| Admin fee / account holder | $21,273 | $6,933+206.8% | $10,799+97.0% | $6,260+239.8% |