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 | $52,368 | $59,417-11.9% | $93,606-44.1% | $74,495-29.7% |
| Participation rate | 63.1% | 59.7%+3.4pp | 68.7%-5.6pp | 67.2%-4.1pp |
| Annual return | 9.89% | 81.83%-71.9pp | 133.20%-123.3pp | 1364.94%-1355.1pp |
| Employer contribution / active EE | $957 | $1,264-24.3% | $2,420-60.5% | $2,623-63.5% |
| Participant deferral / active EE | $2,488 | $3,050-18.4% | $4,411-43.6% | $4,346-42.7% |
| Admin fee / account holder | $5,210 | $3,021+72.4% | $8,285-37.1% | $1,942+168.3% |