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 | $79,530 | $65,561+21.3% | $86,188-7.7% | $75,163+5.8% |
| Participation rate | 48.8% | 60.5%-11.7pp | 69.0%-20.1pp | 67.2%-18.4pp |
| Annual return | 9.23% | 46.05%-36.8pp | 1168.45%-1159.2pp | 160.62%-151.4pp |
| Employer contribution / active EE | $1,648 | $1,553+6.1% | $2,380-30.8% | $2,670-38.3% |
| Participant deferral / active EE | $1,688 | $3,024-44.2% | $3,985-57.6% | $4,125-59.1% |
| Admin fee / account holder | $4,815 | $5,474-12.0% | $6,852-29.7% | $5,651-14.8% |