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 | $218,965 | $111,535+96.3% | $105,223+108.1% | $137,256+59.5% |
| Participation rate | 63.2% | 78.1%-14.9pp | 75.0%-11.9pp | 80.0%-16.8pp |
| Annual return | 8.30% | 237.85%-229.6pp | 180.65%-172.3pp | 220.34%-212.0pp |
| Employer contribution / active EE | $2,755 | $3,939-30.1% | $3,689-25.3% | $4,156-33.7% |
| Participant deferral / active EE | $8,523 | $5,500+55.0% | $5,072+68.1% | $6,407+33.0% |
| Admin fee / account holder | $74,147 | $9,721+662.7% | $8,859+737.0% | $12,270+504.3% |