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 | $179,970 | $158,398+13.6% | $126,539+42.2% | $142,382+26.4% |
| Participation rate | 66.7% | 75.8%-9.1pp | 69.8%-3.2pp | 80.1%-13.5pp |
| Annual return | 8.92% | 593.76%-584.8pp | 425.95%-417.0pp | 217.08%-208.2pp |
| Employer contribution / active EE | $2,407 | $4,650-48.2% | $3,674-34.5% | $4,299-44.0% |
| Participant deferral / active EE | $10,983 | $4,767+130.4% | $4,083+169.0% | $6,507+68.8% |
| Admin fee / account holder | $700 | $6,918-89.9% | $6,065-88.5% | $12,624-94.5% |