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 | $52,389 | $102,317-48.8% | $146,958-64.4% | $80,856-35.2% |
| Participation rate | 59.3% | 75.8%-16.6pp | 82.2%-22.9pp | 67.6%-8.4pp |
| Annual return | 9.51% | 134.76%-125.3pp | 418.34%-408.8pp | 35.59%-26.1pp |
| Employer contribution / active EE | $1,815 | $3,713-51.1% | $4,933-63.2% | $2,755-34.1% |
| Participant deferral / active EE | $3,099 | $6,644-53.4% | $8,070-61.6% | $4,296-27.9% |
| Admin fee / account holder | $7,128 | $7,941-10.2% | $12,998-45.2% | $6,918+3.0% |