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 | $69,992 | $59,417+17.8% | $93,606-25.2% | $74,495-6.0% |
| Participation rate | 31.1% | 59.7%-28.5pp | 68.7%-37.6pp | 67.2%-36.1pp |
| Annual return | 8.78% | 81.83%-73.1pp | 133.20%-124.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $779 | $1,264-38.4% | $2,420-67.8% | $2,623-70.3% |
| Participant deferral / active EE | $2,220 | $3,050-27.2% | $4,411-49.7% | $4,346-48.9% |
| Admin fee / account holder | $8,383 | $3,021+177.5% | $8,285+1.2% | $1,942+331.7% |