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 | $62,562 | $77,145-18.9% | $108,410-42.3% | $85,850-27.1% |
| Participation rate | 57.7% | 74.7%-17.0pp | 80.1%-22.4pp | 69.3%-11.6pp |
| Annual return | 7.65% | 44.54%-36.9pp | 905.27%-897.6pp | 318.53%-310.9pp |
| Employer contribution / active EE | $1,414 | $2,379-40.6% | $3,558-60.3% | $2,565-44.9% |
| Participant deferral / active EE | $4,998 | $5,566-10.2% | $6,563-23.8% | $3,952+26.5% |
| Admin fee / account holder | $381 | $5,172-92.6% | $7,295-94.8% | $6,260-93.9% |