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 | $89,190 | $96,635-7.7% | $86,612+3.0% | $139,434-36.0% |
| Participation rate | 64.3% | 74.4%-10.1pp | 71.7%-7.4pp | 80.3%-16.0pp |
| Annual return | 6.05% | 106.41%-100.4pp | 591.07%-585.0pp | 372.94%-366.9pp |
| Employer contribution / active EE | $5,969 | $3,263+82.9% | $3,022+97.5% | $4,751+25.6% |
| Participant deferral / active EE | $6,671 | $4,836+37.9% | $4,438+50.3% | $6,710-0.6% |
| Admin fee / account holder | $757 | $6,408-88.2% | $5,614-86.5% | $11,403-93.4% |