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 | $75,827 | $60,124+26.1% | $90,404-16.1% | $79,858-5.0% |
| Participation rate | 52.2% | 65.0%-12.7pp | 72.7%-20.4pp | 69.6%-17.4pp |
| Annual return | 5.96% | 71.94%-66.0pp | 1293.02%-1287.1pp | 31.71%-25.8pp |
| Employer contribution / active EE | $749 | $2,068-63.8% | $3,262-77.0% | $2,471-69.7% |
| Participant deferral / active EE | $2,469 | $2,938-16.0% | $3,963-37.7% | $3,740-34.0% |
| Admin fee / account holder | $4,429 | $3,976+11.4% | $5,611-21.1% | $5,306-16.5% |