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 | $136,321 | $89,753+51.9% | $107,525+26.8% | $84,808+60.7% |
| Participation rate | 65.5% | 68.1%-2.5pp | 75.1%-9.6pp | 68.3%-2.8pp |
| Annual return | 8.97% | 29.48%-20.5pp | 181.32%-172.3pp | 40.90%-31.9pp |
| Employer contribution / active EE | $20,743 | $3,113+566.2% | $3,754+452.6% | $2,631+688.4% |
| Participant deferral / active EE | $0 | $4,056-100.0% | $5,116-100.0% | $4,212-100.0% |
| Admin fee / account holder | $6,417 | $7,222-11.1% | $8,919-28.0% | $7,344-12.6% |