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 | $45,522 | $74,888-39.2% | $71,209-36.1% | $142,382-68.0% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.1%-24.6pp |
| Annual return | 10.07% | 345.14%-335.1pp | 282.51%-272.4pp | 217.08%-207.0pp |
| Employer contribution / active EE | $1,020 | $2,854-64.3% | $2,721-62.5% | $4,299-76.3% |
| Participant deferral / active EE | $1,482 | $4,454-66.7% | $4,175-64.5% | $6,507-77.2% |
| Admin fee / account holder | $13,150 | $5,568+136.1% | $5,349+145.8% | $12,624+4.2% |