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 | $90,025 | $72,071+24.9% | $68,368+31.7% | $137,256-34.4% |
| Participation rate | 27.3% | 76.2%-49.0pp | 73.8%-46.5pp | 80.0%-52.7pp |
| Annual return | 11.13% | 353.14%-342.0pp | 292.57%-281.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $480 | $2,788-82.8% | $2,649-81.9% | $4,156-88.4% |
| Participant deferral / active EE | $1,260 | $4,410-71.4% | $4,123-69.4% | $6,407-80.3% |
| Admin fee / account holder | $7,297 | $5,336+36.8% | $5,150+41.7% | $12,270-40.5% |