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 | $49,340 | $70,587-30.1% | $124,672-60.4% | $85,850-42.5% |
| Participation rate | 57.1% | 64.4%-7.3pp | 74.6%-17.5pp | 69.3%-12.2pp |
| Annual return | 10.65% | 20688.83%-20678.2pp | 5142.93%-5132.3pp | 318.53%-307.9pp |
| Employer contribution / active EE | $1,866 | $1,913-2.5% | $3,324-43.9% | $2,565-27.3% |
| Participant deferral / active EE | $3,749 | $2,969+26.3% | $4,614-18.8% | $3,952-5.1% |
| Admin fee / account holder | $3,871 | $5,282-26.7% | $7,493-48.3% | $6,260-38.2% |