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 | $130,257 | $106,890+21.9% | $84,015+55.0% | $152,861-14.8% |
| Participation rate | 50.0% | 75.2%-25.2pp | 69.0%-19.0pp | 82.4%-32.4pp |
| Annual return | 6.88% | 104.99%-98.1pp | 71.31%-64.4pp | 345.32%-338.4pp |
| Employer contribution / active EE | $1,363 | $2,734-50.1% | $1,983-31.3% | $4,762-71.4% |
| Participant deferral / active EE | $2,023 | $4,011-49.6% | $3,239-37.6% | $5,850-65.4% |
| Admin fee / account holder | $315 | $8,285-96.2% | $6,101-94.8% | $11,596-97.3% |