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 | $216,854 | $157,256+37.9% | $141,162+53.6% | $152,861+41.9% |
| Participation rate | 40.0% | 84.8%-44.8pp | 82.5%-42.5pp | 82.4%-42.4pp |
| Annual return | 9.25% | 64.32%-55.1pp | 71.39%-62.1pp | 345.32%-336.1pp |
| Employer contribution / active EE | $1,248 | $5,261-76.3% | $4,735-73.6% | $4,762-73.8% |
| Participant deferral / active EE | $8,400 | $7,109+18.2% | $6,709+25.2% | $5,850+43.6% |
| Admin fee / account holder | $1,838 | $12,120-84.8% | $10,261-82.1% | $11,596-84.2% |