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 | $214,480 | $176,056+21.8% | $159,436+34.5% | $167,490+28.1% |
| Participation rate | 52.6% | 84.9%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 9.02% | 331.75%-322.7pp | 263.57%-254.5pp | 478.56%-469.5pp |
| Employer contribution / active EE | $2,316 | $5,297-56.3% | $4,829-52.1% | $4,837-52.1% |
| Participant deferral / active EE | $7,415 | $7,750-4.3% | $7,352+0.9% | $6,341+16.9% |
| Admin fee / account holder | $13,471 | $12,554+7.3% | $10,799+24.8% | $12,309+9.4% |