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 | $237,348 | $217,402+9.2% | $185,823+27.7% | $167,490+41.7% |
| Participation rate | 39.1% | 86.0%-46.9pp | 81.7%-42.6pp | 82.1%-43.0pp |
| Annual return | 8.71% | 148.36%-139.6pp | 122.05%-113.3pp | 478.56%-469.8pp |
| Employer contribution / active EE | $1,618 | $5,873-72.5% | $5,167-68.7% | $4,837-66.6% |
| Participant deferral / active EE | $6,374 | $6,356+0.3% | $5,568+14.5% | $6,341+0.5% |
| Admin fee / account holder | $34,810 | $19,811+75.7% | $16,237+114.4% | $12,309+182.8% |