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 | $81,425 | $106,890-23.8% | $84,015-3.1% | $152,861-46.7% |
| Participation rate | 64.7% | 75.2%-10.5pp | 69.0%-4.3pp | 82.4%-17.7pp |
| Annual return | 1.53% | 104.99%-103.5pp | 71.31%-69.8pp | 345.32%-343.8pp |
| Employer contribution / active EE | $843 | $2,734-69.2% | $1,983-57.5% | $4,762-82.3% |
| Participant deferral / active EE | $2,090 | $4,011-47.9% | $3,239-35.5% | $5,850-64.3% |
| Admin fee / account holder | $713 | $8,285-91.4% | $6,101-88.3% | $11,596-93.9% |