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 | $60,810 | $105,181-42.2% | $159,436-61.9% | $85,850-29.2% |
| Participation rate | 59.0% | 75.8%-16.8pp | 82.8%-23.8pp | 69.3%-10.3pp |
| Annual return | 10.68% | 45.07%-34.4pp | 263.57%-252.9pp | 318.53%-307.9pp |
| Employer contribution / active EE | $2,347 | $3,318-29.3% | $4,829-51.4% | $2,565-8.5% |
| Participant deferral / active EE | $3,669 | $5,945-38.3% | $7,352-50.1% | $3,952-7.1% |
| Admin fee / account holder | $1,082 | $6,933-84.4% | $10,799-90.0% | $6,260-82.7% |