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 | $106,568 | $59,417+79.4% | $93,606+13.8% | $74,495+43.1% |
| Participation rate | 54.5% | 59.7%-5.2pp | 68.7%-14.3pp | 67.2%-12.7pp |
| Annual return | 10.54% | 81.83%-71.3pp | 133.20%-122.7pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $572 | $1,264-54.7% | $2,420-76.4% | $2,623-78.2% |
| Participant deferral / active EE | $5,009 | $3,050+64.2% | $4,411+13.6% | $4,346+15.3% |
| Admin fee / account holder | $5,951 | $3,021+97.0% | $8,285-28.2% | $1,942+206.5% |