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 | $149,040+20.8% | $120,225+49.7% | $137,256+31.1% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 8.92% | 605.68%-596.8pp | 439.23%-430.3pp | 220.34%-211.4pp |
| Employer contribution / active EE | $2,407 | $4,350-44.7% | $3,475-30.7% | $4,156-42.1% |
| Participant deferral / active EE | $10,983 | $4,655+136.0% | $3,999+174.7% | $6,407+71.4% |
| Admin fee / account holder | $700 | $6,348-89.0% | $5,696-87.7% | $12,270-94.3% |