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 | $57,673 | $65,561-12.0% | $86,188-33.1% | $75,163-23.3% |
| Participation rate | 57.7% | 60.5%-2.8pp | 69.0%-11.3pp | 67.2%-9.5pp |
| Annual return | 10.82% | 46.05%-35.2pp | 1168.45%-1157.6pp | 160.62%-149.8pp |
| Employer contribution / active EE | $1,787 | $1,553+15.1% | $2,380-24.9% | $2,670-33.1% |
| Participant deferral / active EE | $5,419 | $3,024+79.2% | $3,985+36.0% | $4,125+31.4% |
| Admin fee / account holder | $1,573 | $5,474-71.3% | $6,852-77.0% | $5,651-72.2% |