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 | $85,479 | $105,998-19.4% | $92,233-7.3% | $147,584-42.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 6.92% | 50.05%-43.1pp | 176.28%-169.4pp | 578.55%-571.6pp |
| Employer contribution / active EE | $1,209 | $4,333-72.1% | $3,679-67.1% | $4,876-75.2% |
| Participant deferral / active EE | $4,647 | $4,478+3.8% | $3,897+19.2% | $5,439-14.6% |
| Admin fee / account holder | $1,282 | $6,332-79.7% | $5,194-75.3% | $10,885-88.2% |