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 | $127,632 | $115,770+10.2% | $101,248+26.1% | $158,922-19.7% |
| Participation rate | 57.1% | 79.4%-22.2pp | 75.8%-18.7pp | 82.0%-24.8pp |
| Annual return | 4.83% | 56.14%-51.3pp | 46.47%-41.6pp | 302.83%-298.0pp |
| Employer contribution / active EE | $2,092 | $4,175-49.9% | $3,660-42.8% | $4,761-56.1% |
| Participant deferral / active EE | $6,129 | $4,957+23.6% | $4,370+40.2% | $5,982+2.4% |
| Admin fee / account holder | $869 | $7,245-88.0% | $5,945-85.4% | $11,246-92.3% |