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 | $95,371 | $72,071+32.3% | $68,368+39.5% | $137,256-30.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 4.20% | 353.14%-348.9pp | 292.57%-288.4pp | 220.34%-216.1pp |
| Employer contribution / active EE | $2,314 | $2,788-17.0% | $2,649-12.7% | $4,156-44.3% |
| Participant deferral / active EE | $6,288 | $4,410+42.6% | $4,123+52.5% | $6,407-1.9% |
| Admin fee / account holder | $9,875 | $5,336+85.1% | $5,150+91.8% | $12,270-19.5% |