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 | $51,007 | $59,417-14.2% | $93,606-45.5% | $74,495-31.5% |
| Participation rate | 69.8% | 59.7%+10.2pp | 68.7%+1.1pp | 67.2%+2.6pp |
| Annual return | 10.05% | 81.83%-71.8pp | 133.20%-123.1pp | 1364.94%-1354.9pp |
| Employer contribution / active EE | $2,946 | $1,264+133.2% | $2,420+21.8% | $2,623+12.3% |
| Participant deferral / active EE | $2,577 | $3,050-15.5% | $4,411-41.6% | $4,346-40.7% |
| Admin fee / account holder | $4,832 | $3,021+59.9% | $8,285-41.7% | $1,942+148.8% |