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 | $61,383 | $105,181-41.6% | $159,436-61.5% | $85,850-28.5% |
| Participation rate | 69.2% | 75.8%-6.5pp | 82.8%-13.6pp | 69.3%-0.1pp |
| Annual return | 11.81% | 45.07%-33.3pp | 263.57%-251.8pp | 318.53%-306.7pp |
| Employer contribution / active EE | $5,147 | $3,318+55.1% | $4,829+6.6% | $2,565+100.7% |
| Participant deferral / active EE | $11,148 | $5,945+87.5% | $7,352+51.6% | $3,952+182.1% |
| Admin fee / account holder | $9,090 | $6,933+31.1% | $10,799-15.8% | $6,260+45.2% |