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 | $129,581 | $88,751+46.0% | $81,812+58.4% | $145,922-11.2% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.3%-22.3pp | 80.3%-30.3pp |
| Annual return | 9.04% | 1025.40%-1016.4pp | 773.79%-764.7pp | 561.29%-552.2pp |
| Employer contribution / active EE | $1,144 | $3,083-62.9% | $2,912-60.7% | $4,660-75.4% |
| Participant deferral / active EE | $5,720 | $4,643+23.2% | $4,319+32.5% | $6,688-14.5% |
| Admin fee / account holder | $435 | $8,415-94.8% | $7,386-94.1% | $13,397-96.8% |