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 | $140,118 | $112,881+24.1% | $90,951+54.1% | $158,922-11.8% |
| Participation rate | 22.2% | 74.7%-52.5pp | 69.0%-46.8pp | 82.0%-59.7pp |
| Annual return | 4.08% | 215.79%-211.7pp | 134.60%-130.5pp | 302.83%-298.7pp |
| Employer contribution / active EE | $1,841 | $2,893-36.4% | $2,122-13.2% | $4,761-61.3% |
| Participant deferral / active EE | $4,104 | $4,128-0.6% | $3,373+21.7% | $5,982-31.4% |
| Admin fee / account holder | $50,955 | $8,041+533.7% | $5,959+755.2% | $11,246+353.1% |