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 | $108,031 | $107,334+0.6% | $92,893+16.3% | $152,861-29.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.4%-39.6pp |
| Annual return | 8.84% | 145.58%-136.7pp | 109.41%-100.6pp | 345.32%-336.5pp |
| Employer contribution / active EE | $1,729 | $4,221-59.0% | $3,653-52.7% | $4,762-63.7% |
| Participant deferral / active EE | $7,479 | $4,845+54.4% | $4,236+76.5% | $5,850+27.8% |
| Admin fee / account holder | $822 | $7,079-88.4% | $5,794-85.8% | $11,596-92.9% |