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 | $108,942 | $60,124+81.2% | $90,404+20.5% | $79,858+36.4% |
| Participation rate | 57.5% | 65.0%-7.5pp | 72.7%-15.2pp | 69.6%-12.1pp |
| Annual return | 4.60% | 71.94%-67.3pp | 1293.02%-1288.4pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,631 | $2,068-21.1% | $3,262-50.0% | $2,471-34.0% |
| Participant deferral / active EE | $3,917 | $2,938+33.3% | $3,963-1.2% | $3,740+4.7% |
| Admin fee / account holder | $7,281 | $3,976+83.1% | $5,611+29.8% | $5,306+37.2% |