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 | $89,452 | $157,256-43.1% | $141,162-36.6% | $152,861-41.5% |
| Participation rate | 57.1% | 84.8%-27.7pp | 82.5%-25.3pp | 82.4%-25.3pp |
| Annual return | 7.05% | 64.32%-57.3pp | 71.39%-64.3pp | 345.32%-338.3pp |
| Employer contribution / active EE | $1,494 | $5,261-71.6% | $4,735-68.5% | $4,762-68.6% |
| Participant deferral / active EE | $3,467 | $7,109-51.2% | $6,709-48.3% | $5,850-40.7% |
| Admin fee / account holder | $2,124 | $12,120-82.5% | $10,261-79.3% | $11,596-81.7% |